SITTNER & NELSON, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1846138
EUGENE, OR
Position in CGCV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$215,824
-$4,923 QoQ
Shares Held
7,240
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,824 | 7,240 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $220,747 | 7,240 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $120,440 | 4,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $114,400 | 4,000 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||