Superior Planning, LLC’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Superior Planning, LLC’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
2026 Q3	$1.35K	Buy	+42	New	+$1.39K	﹤0.01%	1684

Other funds holding CGCV

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's CGCV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q3 2026: 42 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #1684 among its holdings.

126 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

Superior Planning, LLC held 42 shares of Capital Group Conservative Equity ETF worth $1.35K as of Q3 2026.
Capital Group Conservative Equity ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Conservative Equity ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1684 holding.
126 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.