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Capital Group Conservative E shares owned by DHJJ Financial Advisors

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by DHJJ Financial Advisors from 13F filings

Historical chart of DHJJ Financial Advisors investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $113k 3.8k 29.81

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for DHJJ Financial Advisors

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
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Jones Financial Companies, L.L
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E