FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in CGCV — Capital Group Conservative Equity ETF
CIK 1342396
TOWSON, MD
Position in CGCV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,844,798
+$574,544 QoQ
Shares Held
95,431
+28.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,844,798 | 95,431 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,270,254 | 74,459 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,329,115 | 44,142 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,030,343 | 36,026 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $923,536 | 34,060 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $615,091 | 23,176 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $482,222 | 17,693 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||