Founders Financial Securities’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Founders Financial Securities’s Portfolio CGCV Stock Details CGCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.33M	Buy
2025 Q2	$1.03M	Buy
2025 Q1	$896K	Buy
2024 Q4	$615K	Buy
2024 Q3	$482K	Buy