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Capital Group Conservative E shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $632k 21k 29.81

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

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
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Wells Fargo & Company
Citadel Advisors
Envision Financial Planning
Atlantic Trust
Souders Financial Advisors

View all funds holding Capital Group Conservative E