PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in CGCV — Capital Group Conservative Equity ETF
CIK 12600
DES MOINES, IA
Position in CGCV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,135,939
+$48,087 QoQ
Shares Held
38,106
+6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,135,939 | 38,106 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,087,852 | 35,679 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $616,592 | 20,478 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,116 | 74 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||