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Capital Group Conservative E shares owned by Eq Wealth Advisors

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

Historical chart of Eq Wealth 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 Eq Wealth 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 Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $402k 12k 32.82

More positions owned by Eq Wealth Advisors

Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional International Small Cap Value Etf Etf (DISV)
Schwab Us Tips Etf Etf (SCHP)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Capital Group Core Bond Etf Etf (CGCB)
Capital Group Municipal Income Etf Etf (CGMU)
Capital Group Global Growth Equity Etf Etf (CGGO)
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Vanguard Total International Bond Etf Etf (BNDX)

View all positions for Eq Wealth Advisors

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
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
DMKC Advisory Services
Jones Financial Companies, L.L
Stifel Financial
Tribridge Partners Financial
Wealth Enhancement Advisory Services
Envision Financial Planning
Commonwealth Equity Services

View all funds holding Capital Group Conservative E