Creative Planning
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1540235
OVERLAND PARK, KS
Position in CGCV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$355,243
+$59,528 QoQ
Shares Held
10,824
+9.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 53 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,243 | 10,824 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $295,715 | 9,920 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $301,515 | 9,889 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||