HighTower Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1462245
CHICAGO, IL
Position in CGCV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$904,435
+$5,773 QoQ
Shares Held
30,340
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $904,435 | 30,340 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $898,662 | 29,474 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $721,104 | 23,949 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $368,368 | 12,880 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||