AF
CGCV

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

Advisornet Financial’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
Q1 		$10.2M Buy
341,835
+304,694
+820% +$9.44M 0.53% 46
2025
Q4 		$1.13M Buy
37,141
+22,166
+148% +$671K 0.06% 242
2025
Q3 		$451K Buy
14,975
+4,076
+37% +$120K 0.03% 403
2025
Q2 		$312K Buy
10,899
+8,724
+401% +$236K 0.02% 472
2025
Q1 		$59K Buy
2,175
+1,612
+286% +$44.2K ﹤0.01% 884
2024
Q4 		$14.9K Buy
+563
New +$15.4K ﹤0.01% 1216

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Advisornet Financial's CGCV Position: Q1 2026 in Review

Advisornet Financial increased its Capital Group Conservative Equity ETF (CGCV) stake by 820% in Q1 2026, buying an estimated $9.44M and bringing the position to 341,835 shares worth $10.2M. The position accounts for 0.53% of the portfolio, ranked #46.

Advisornet Financial first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Advisornet Financial held 341,835 shares of Capital Group Conservative Equity ETF worth $10.2M as of Q1 2026.
  • Advisornet Financial bought 304,694 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $9.44M.
  • Capital Group Conservative Equity ETF made up 0.53% of Advisornet Financial's portfolio in Q1 2026, its #46 holding.
  • Advisornet Financial first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.