Kestra Advisory Services, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1830819
AUSTIN, TX
All Filings in CGCV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,525,673 | 168,363 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,312,165 | 144,655 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,404,887 | 46,077 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,009,437 | 33,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $453,052 | 15,841 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $411,226 | 15,166 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $317,604 | 11,967 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||