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Capital Group Conservative E shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal Investment 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $546k 18k 30.11
2025-06-30 $518k 18k 28.60
2025-03-31 $361k 13k 27.12

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Regal Investment 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