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Capital Group Conservative E shares owned by Advisortrust Partners

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Advisortrust Partners from 13F filings

Historical chart of Advisortrust Partners investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Advisortrust Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 7.9k 30.49

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr U.s. Finls Etf (IYF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Consum Discre (IYC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
PNC Financial Services (PNC)
Target Corporation (TGT)
Medtronic SHS (MDT)
Merck & Co (MRK)

View all positions for Advisortrust Partners

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Jones Financial Companies, L.L
Wells Fargo & Company

View all funds holding Capital Group Conservative E