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Capital Group Conservative E shares owned by IFP Advisors

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

Historical chart of IFP 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 IFP 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 874 30.11
2025-06-30 $25k 874 28.60
2025-03-31 $25k 924 27.11

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View all positions for IFP 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
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