A&I Financial Services, LLC Capital Group Core Equity ETF Transaction History

A&I Financial Services, LLC

  • $211 Billion
  • Q4 2025

A detailed history of A&I Financial Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, A&I Financial Services, LLC holds 128,400 shares of CGUS stock, worth $5.1 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
128,400
Previous 123,659 3.83%
Holding current value
$5.1 Million
Previous $4.92 Billion 5.06%
% of portfolio
2.45%
Previous 2.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$38.81 - $40.67 $183,998 - $192,816
4,741 Added 3.83%
128,400 $5.17 Billion
Q3 2025

Oct 23, 2025
BUY
$36.89 - $39.72 $576,480 - $620,704
15,627 Added 14.47%
123,659 $4.92 Billion
Q2 2025

Jul 14, 2025
BUY
$29.93 - $36.93 $475,408 - $586,596
15,884 Added 17.24%
108,032 $3.99 Billion
Q1 2025

May 01, 2025
BUY
$33.08 - $36.62 $910,130 - $1.01 Million
27,513 Added 42.57%
92,148 $3.08 Billion
Q4 2024

Feb 05, 2025
BUY
$33.96 - $36.24 $2.2 Million - $2.34 Million
64,635 New
64,635 $2.26 Billion

Others Institutions Holding CGUS

# of Institutions
382
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
Track This Portfolio

Track A&I Financial Services, LLC Portfolio

Follow A&I Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of A&I Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on A&I Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email