CWS Financial Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1802459
KALAMAZOO, MI
Position in CGCV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,658,151
-$29,440 QoQ
Shares Held
55,624
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
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 | $1,658,151 | 55,624 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,687,591 | 55,349 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,590,711 | 52,830 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,375,088 | 48,080 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,135,196 | 41,866 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $397,701 | 14,985 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||