Aa Financial Advisors, LLC Capital Group Core Equity ETF Transaction History

Aa Financial Advisors, LLC

$509 Billion
Q3 2025

A detailed history of Aa Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 401,342 shares of CGUS stock, worth $15.9 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

401,342

Previous 381,380 5.23%

Holding current value

$15.9 Million

Previous $14.1 Billion 12.67%

% of portfolio

3.12%

Previous 3.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$36.89 - $39.72 $736,398 - $792,890	19,962 Added 5.23%	401,342 $15.9 Billion
Q2 2025 Jul 11, 2025	SELL	$29.93 - $36.93 $56,418 - $69,613	-1,885 Reduced 0.49%	381,380 $14.1 Billion
Q1 2025 Apr 17, 2025	BUY	$33.08 - $36.62 $2.21 Million - $2.44 Million	66,733 Added 21.08%	383,265 $12.8 Billion
Q4 2024 Jan 23, 2025	BUY	$33.96 - $36.24 $1.66 Million - $1.77 Million	48,951 Added 18.29%	316,532 $11.1 Billion
Q3 2024 Oct 18, 2024	BUY	$31.19 - $34.33 $2.35 Million - $2.59 Million	75,449 Added 39.27%	267,581 $9.17 Billion

Q2 2024 Jul 16, 2024	BUY	$29.72 - $32.45 $2.63 Million - $2.87 Million	88,387 Added 85.2%	192,132 $6.2 Billion
Q1 2024 May 03, 2024	BUY	$27.81 - $31.24 $523,940 - $588,561	18,840 Added 22.19%	103,745 $3.23 Billion
Q4 2023 Apr 02, 2024	BUY	$24.27 - $28.43 $2.06 Million - $2.41 Million	84,905 New	84,905 $2.4 Billion

Others Institutions Holding CGUS

# of Institutions

372

Shares Held

137M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Aa Financial Advisors, LLC Capital Group Core Equity ETF Transaction History