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Capital Group Conservative E shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $527k 16k 32.82

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Gwt (IUSG)
Apple Put Option (AAPL)
Gmo Etf Trust Us Quality Etf (QLTY)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard World Mega Grwth Ind (MGK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Merit Financial Group

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