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 Q2	$12.1M	Buy	367,686 +25,851	+8%	+$818K	0.55%	46
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisornet Financial's CGCV Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Conservative Equity ETF (CGCV) stake by 7.6% in Q2 2026, buying an estimated $818K and bringing the position to 367,686 shares worth $12.1M. The position accounts for 0.55% of the portfolio, ranked #46.

Advisornet Financial first reported a position in CGCV in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Advisornet Financial held 367,686 shares of Capital Group Conservative Equity ETF worth $12.1M as of Q2 2026.
Advisornet Financial bought 25,851 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $818K.
Capital Group Conservative Equity ETF made up 0.55% of Advisornet Financial's portfolio in Q2 2026, its #46 holding.
Advisornet Financial first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.