AdvisorNet Financial, Inc
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1409362
MINNETONKA, MN
Position in CGCV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$10,190,101
+$9,057,672 QoQ
Shares Held
341,835
+820.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.53%
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 | $10,190,101 | 341,835 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,132,429 | 37,141 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $450,897 | 14,975 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $311,711 | 10,899 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $58,975 | 2,175 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $14,942 | 563 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||