AWS
CGCV

Atria Wealth Solutions’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$7.34M Buy
255,585
+17,420
+7% +$472K 0.17% 140
2025
Q1 		$6.48M Buy
238,165
+214,647
+913% +$5.88M 0.08% 266
2024
Q4 		$624K Hold
23,518
– – 0.01% 1150
2024
Q3 		$643K Buy
+23,518
New +$613K 0.01% 1121

Other funds holding CGCV

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atria Wealth Solutions's CGCV Position: Q2 2025 in Review

Atria Wealth Solutions increased its Capital Group Conservative Equity ETF (CGCV) stake by 7.3% in Q2 2025, buying an estimated $472K and bringing the position to 255,585 shares worth $7.34M. The position accounts for 0.17% of the portfolio, ranked #140.

Atria Wealth Solutions first reported a position in CGCV in Q3 2024 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold CGCV as of Q2 2025.

  • Atria Wealth Solutions held 255,585 shares of Capital Group Conservative Equity ETF worth $7.34M as of Q2 2025.
  • Atria Wealth Solutions bought 17,420 Capital Group Conservative Equity ETF shares in Q2 2025, an estimated $472K.
  • Capital Group Conservative Equity ETF made up 0.17% of Atria Wealth Solutions's portfolio in Q2 2025, its #140 holding.
  • Atria Wealth Solutions first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.