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
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: Q1 2026 in Review

Advisory Services Network opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q1 2026: 9,289 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CGCV as recently as Q3 2025.

Advisory Services Network first reported a position in CGCV in Q4 2024 and has held it in 5 quarters since. The position peaked at $749K in Q3 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Advisory Services Network held 9,289 shares of Capital Group Conservative Equity ETF worth $277K as of Q1 2026.
  • Capital Group Conservative Equity ETF was a new Advisory Services Network position in Q1 2026.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1630 holding.
  • Advisory Services Network first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • Advisory Services Network's Capital Group Conservative Equity ETF position peaked at $749K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.