Arax Advisory Partners’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Arax Advisory Partners’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	$301K	Buy	9,185 +9,035	+6,023%	+$286K	﹤0.01%	1973
2026 Q1	$4.47K	Hold	150	–	–	﹤0.01%	2834
2025 Q4	$4.57K	Hold	150	–	–	﹤0.01%	2904
2025 Q3	$4.52K	Hold	150	–	–	﹤0.01%	2903
2025 Q2	$4.29K	Hold	150	–	–	﹤0.01%	2308
2025 Q1	$4.07K	Buy	+150	New	+$4.11K	﹤0.01%	1843

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 22.9% 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

Arax Advisory Partners's CGCV Position: Q2 2026 in Review

Arax Advisory Partners increased its Capital Group Conservative Equity ETF (CGCV) stake by 6,023% in Q2 2026, buying an estimated $286K and bringing the position to 9,185 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Arax Advisory Partners first reported a position in CGCV in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Arax Advisory Partners held 9,185 shares of Capital Group Conservative Equity ETF worth $301K as of Q2 2026.
Arax Advisory Partners bought 9,035 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $286K.
Capital Group Conservative Equity ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1973 holding.
Arax Advisory Partners first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.