Kestra Advisory Services, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1830819
AUSTIN, TX
Position in CGCV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$4,312,165
+$2,907,278 QoQ
Shares Held
144,655
+213.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
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 | $4,312,165 | 144,655 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,404,887 | 46,077 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,009,437 | 33,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $453,052 | 15,841 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $411,226 | 15,166 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $317,604 | 11,967 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||