Integrated Wealth Concepts LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1737109
WALTHAM, MA
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,139,783
+$2,865,823 QoQ
Shares Held
126,136
+195.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#23
of 53 holders
Holding Since
Jun 2025
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 | $4,139,783 | 126,136 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,273,960 | 42,736 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $943,848 | 30,956 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $705,296 | 23,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $267,781 | 9,363 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||