Janney Montgomery Scott LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1329948
PHILADELPHIA, PA
Position in CGCV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,367,618
+$992,243 QoQ
Shares Held
180,061
+25.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,367,618 | 180,061 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,375,375 | 143,502 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,418,568 | 113,536 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,247,789 | 43,629 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $902,495 | 33,284 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $577,616 | 21,764 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||