NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1109767
CEDAR RAPIDS, IA
Position in CGCV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$298,696
+$93,041 QoQ
Shares Held
10,020
+48.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,696 | 10,020 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $205,655 | 6,745 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $203,091 | 6,745 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||