Advisory Services Network, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1573876
Atlanta, GA
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$353,471
+$76,566 QoQ
Shares Held
10,770
+15.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 53 holders
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,471 | 10,770 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $276,905 | 9,289 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $748,835 | 24,870 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $698,240 | 24,414 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $522,831 | 19,282 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $419,703 | 15,814 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||