Steward Partners Investment Advisory, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1723397
STAMFORD, CT
Position in CGCV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,671,587
+$3,907,549 QoQ
Shares Held
325,155
+43.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#13
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 | $10,671,587 | 325,155 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,764,038 | 226,905 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,589,742 | 216,128 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,044,943 | 200,762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $223,909 | 7,829 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,543 | 647 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,270 | 500 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||