Advisory Services Network’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$353K Buy
10,770
+1,481
+16% +$46.9K ﹤0.01% 1633
2026
Q1
$277K Buy
+9,289
New +$288K ﹤0.01% 1630
2025
Q4
Sell
-24,870
Closed -$749K 4389
2025
Q3
$749K Buy
24,870
+456
+2% +$13.4K 0.01% 1010
2025
Q2
$709K Buy
24,414
+5,132
+27% +$139K 0.01% 992
2025
Q1
$523K Buy
19,282
+3,468
+22% +$95K 0.01% 1038
2024
Q4
$420K Buy
+15,814
New +$431K 0.01% 1127

Other funds holding CGCV

Advisory Services Network's CGCV Position: Q2 2026 in Review

Advisory Services Network increased its Capital Group Conservative Equity ETF (CGCV) stake by 16% in Q2 2026, buying an estimated $46.9K and bringing the position to 10,770 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Advisory Services Network first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $749K in Q3 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Advisory Services Network held 10,770 shares of Capital Group Conservative Equity ETF worth $353K as of Q2 2026.
  • Advisory Services Network bought 1,481 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $46.9K.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1633 holding.
  • Advisory Services Network first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Advisory Services Network's Capital Group Conservative Equity ETF position peaked at $749K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.