AmeriFlex Group’s Capital Group Conservative Equity ETF CGCV Stock Holding History

AmeriFlex Group’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	$20.9K	Hold	700	–	–	0.01%	597
2025 Q4	$21.3K	Sell	700 -700	-50%	-$21.2K	0.01%	581
2025 Q3	$42.2K	Sell	1,400 -977	-41%	-$28.7K	0.02%	485
2025 Q2	$67.7K	Buy	2,377 +1,281	+117%	+$34.7K	0.04%	321
2025 Q1	$29.7K	Buy	1,096 +716	+188%	+$19.6K	0.01%	601
2024 Q4	$10.5K	Buy	+380	New	+$10.4K	﹤0.01%	766

Other funds holding CGCV

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

AmeriFlex Group's CGCV Position: Q1 2026 in Review

AmeriFlex Group held its Capital Group Conservative Equity ETF (CGCV) position steady in Q1 2026 at 700 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #597.

AmeriFlex Group first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $67.7K in Q2 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

AmeriFlex Group held 700 shares of Capital Group Conservative Equity ETF worth $20.9K as of Q1 2026.
AmeriFlex Group left its Capital Group Conservative Equity ETF share count unchanged in Q1 2026.
Capital Group Conservative Equity ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #597 holding.
AmeriFlex Group first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Capital Group Conservative Equity ETF position peaked at $67.7K in Q2 2025.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.