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Capital Group Conservative E shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 8.5k 27.26

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Commonwealth Equity Services
Brookstone Capital Management
Evernest Financial Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Envision Financial Planning
Garrett Investment Advisors
Atria Wealth Solutions
Kestra Private Wealth Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Financial Management Network
Founders Financial Securities
Captrust Financial Advisors

View all funds holding Capital Group Conservative E