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Capital Group Conservative E shares owned by Prospera Financial Services

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

Historical chart of Prospera Financial Services investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Prospera Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 70k 29.81

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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