A&I Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

A&I Financial Services’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.52M	Buy	146,508 +2,501	+2%	+$107K	2.84%	9
2026 Q1	$5.53M	Buy	144,007 +15,607	+12%	+$628K	2.62%	9
2025 Q4	$5.17M	Buy	128,400 +4,741	+4%	+$189K	2.45%	10
2025 Q3	$4.92M	Buy	123,659 +15,627	+14%	+$600K	2.4%	10
2025 Q2	$3.99M	Buy	108,032 +15,884	+17%	+$541K	2.25%	9
2025 Q1	$3.08M	Buy	92,148 +27,513	+43%	+$967K	2.08%	10
2024 Q4	$2.26M	Buy	+64,635	New	+$2.27M	2.2%	10

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

A&I Financial Services's CGUS Position: Q2 2026 in Review

A&I Financial Services increased its Capital Group Core Equity ETF (CGUS) stake by 1.7% in Q2 2026, buying an estimated $107K and bringing the position to 146,508 shares worth $6.52M. The position accounts for 2.84% of the portfolio, ranked #9.

A&I Financial Services first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

A&I Financial Services held 146,508 shares of Capital Group Core Equity ETF worth $6.52M as of Q2 2026.
A&I Financial Services bought 2,501 Capital Group Core Equity ETF shares in Q2 2026, an estimated $107K.
Capital Group Core Equity ETF made up 2.84% of A&I Financial Services's portfolio in Q2 2026, its #9 holding.
A&I Financial Services first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.