Cetera Investment Advisers
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1666741
SCHAUMBURG, IL
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,612,219
+$10,017,884 QoQ
Shares Held
1,115,546
+25.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#6
of 53 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,612,219 | 1,115,546 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,594,335 | 892,128 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,158,019 | 792,326 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,453,977 | 413,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,839,319 | 204,172 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,209,468 | 155,245 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $296,902 | 11,187 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||