BlueChip Wealth Advisors LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2015578
Milton, GA
Position in CGCV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,353,648
+$1,766,594 QoQ
Shares Held
78,955
+310.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,353,648 | 78,955 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $587,054 | 19,254 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||