Independent Advisor Alliance
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1696899
CHARLOTTE, NC
Position in CGCV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$632,299
New position
Shares Held
21,211
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGCV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $632,299 | 21,211 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||