AAS
CGVV

Ameritas Advisory Services’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Ameritas Advisory Services’s Portfolio CGVV Stock Details CGVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-813
Closed -$21.7K – 2168
2026
Q1 		$21.7K Buy
+813
New +$22.7K ﹤0.01% 963

Other funds holding CGVV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Capital International Investors
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
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

Ameritas Advisory Services's CGVV Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Capital Group U.S. Large Value ETF (CGVV) in Q2 2026, closing a stake of 813 shares — an estimated $21.7K sold.

Ameritas Advisory Services first reported a position in CGVV in Q1 2026 and held it in 1 quarter. The position peaked at $21.7K in Q1 2026. 36 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Ameritas Advisory Services reported no remaining Capital Group U.S. Large Value ETF position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 813 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $21.7K.
  • Ameritas Advisory Services first reported a position in Capital Group U.S. Large Value ETF in Q1 2026 and held it in 1 quarter.
  • Ameritas Advisory Services's Capital Group U.S. Large Value ETF position peaked at $21.7K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.