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Capital Group Conservative E shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.3M 256k 28.71
2025-03-31 $6.5M 238k 27.22
2024-12-31 $624k 24k 26.54
2024-09-30 $643k 24k 27.34

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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
Capital Group Private Client Services
LPL Financial
Raymond James Financial
Envestnet Asset Management
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Cetera Investment Advisers
D. J. St. Germain
Carson Advisory
Mml Investors Services
Jones Financial Companies, L.L
Atria Wealth Solutions
Citadel Advisors

View all funds holding Capital Group Conservative E