SEC 13F Intelligence

Aa Financial Advisors, LLC / CGUSUSD

Aa Financial Advisors, LLC’s Capital Group Core Equity Et Position

Does Aa Financial Advisors, LLC own Capital Group Core Equity Et (CGUSUSD)? Yes — 536.2K shares worth $21M (+2.90% of its 13F portfolio) as of Q1 2026, up from 424.4K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
536.2K
% of Portfolio
+2.90%
Quarters Held
9
currently held

Position History CGUSUSD

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $6MQ3 ’24: $9MQ3 ’24Q4 ’24: $11MQ1 ’25: $13MQ1 ’25Q2 ’25: $14MQ3 ’25: $16MQ3 ’25Q4 ’25: $17MQ1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026536.2K$21M+2.90%
Q4 2025424.4K$17M+3.16%
Q3 2025401.3K$16M+3.12%
Q2 2025381.4K$14M+3.03%
Q1 2025383.3K$13M+3.12%
Q4 2024316.5K$11M+2.95%
Q3 2024267.6K$9M+2.66%
Q2 2024192.1K$6M+2.18%
Q1 2024103.7K$3M+1.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aa Financial Advisors, LLC’s full portfolio or all institutional holders of CGUSUSD.