Stratos Wealth Partners, LTD.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1612865
BEACHWOOD, OH
Position in CGCV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$655,481
+$102,178 QoQ
Shares Held
19,972
+7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 53 holders
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,481 | 19,972 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $553,303 | 18,561 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $575,468 | 18,874 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $204,145 | 6,780 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $247,273 | 9,317 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||