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Capital Group Conservative E shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship 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 Flagship 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 Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $437k 13k 32.82

More positions owned by Flagship Wealth Advisors

Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Index Fds Exchange Traded Fund (VUG)
Vanguard Whitehall Fds Exchange Traded Fund (VYM)
Fidelity Covington Trust Exchange Traded Fund (FDVV)
Wisdomtree Tr Exchange Traded Fund (EPS)
State Str Spdr S&p 500 Etf T Exchange Traded Fund (SPY)
Vanguard Index Fds Exchange Traded Fund (VTV)
Fidelity Covington Trust Exchange Traded Fund (FELC)
Invesco Exchange Traded Fd T Exchange Traded Fund (XMMO)
Schwab Strategic Tr Exchange Traded Fund (SCHG)
Bny Mellon Etf Trust Exchange Traded Fund (BKIE)
Vanguard Index Fds Exchange Traded Fund (VOO)
Nvidia Corporation Common Stock (NVDA)
Ishares Tr Exchange Traded Fund (DGRO)
Invesco Exchange Traded Fd T Exchange Traded Fund (XLG)

View all positions for Flagship 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