Regal Investment Advisors LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1559789
KENTWOOD, MI
All Filings in CGCV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,389 | 23,138 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $661,305 | 22,184 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $595,774 | 19,540 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $545,532 | 18,118 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $518,146 | 18,117 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $360,981 | 13,313 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||