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Capital Group Conservative E shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth 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 U.S. Capital Wealth 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $269k 9.0k 29.81

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View all positions for U.S. Capital Wealth Advisors

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Jones Financial Companies, L.L
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E