Valmark Advisers, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1380443
AKRON, OH
Position in CGCV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$8,367,845
+$1,234,070 QoQ
Shares Held
280,706
+20.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,367,845 | 280,706 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,133,775 | 233,971 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,418,435 | 80,320 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,785,126 | 62,417 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $476,329 | 17,567 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||