Orion Porfolio Solutions, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1360533
OMAHA, NE
All Filings in CGCV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,386 | 43,857 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,354,566 | 45,440 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,330,370 | 43,633 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,253,087 | 41,617 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $207,131 | 7,639 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||