Cambridge Investment Research Advisors, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1419186
FAIRFIELD, IA
Position in CGCV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$10,377,397
+$612,091 QoQ
Shares Held
348,118
+8.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
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 | $10,377,397 | 348,118 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,765,306 | 320,279 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,129,389 | 170,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,151,634 | 110,197 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,792,112 | 102,973 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $936,941 | 35,303 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $599,146 | 21,983 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||