A&I FINANCIAL SERVICES, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1728031
LONE TREE, CO
Position in CGCV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$621,747
+$49,847 QoQ
Shares Held
20,857
+11.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $621,747 | 20,857 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $571,900 | 18,757 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $544,449 | 18,082 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $453,796 | 15,867 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $320,309 | 11,813 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $238,541 | 8,988 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||