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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return