Benjamin Edwards Inc’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Benjamin Edwards Inc’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	$1.37M	Buy	46,080 +7,924	+21%	+$246K	0.01%	655
2025 Q4	$1.16M	Buy	38,156 +14,532	+62%	+$440K	0.01%	656
2025 Q3	$711K	Buy	23,624 +7,325	+45%	+$215K	0.01%	810
2025 Q2	$466K	Buy	16,299 +4,009	+33%	+$109K	0.01%	869
2025 Q1	$333K	Buy	+12,290	New	+$337K	﹤0.01%	906

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

Benjamin Edwards Inc's CGCV Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Capital Group Conservative Equity ETF (CGCV) stake by 21% in Q1 2026, buying an estimated $246K and bringing the position to 46,080 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #655.

Benjamin Edwards Inc first reported a position in CGCV in Q1 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Benjamin Edwards Inc held 46,080 shares of Capital Group Conservative Equity ETF worth $1.37M as of Q1 2026.
Benjamin Edwards Inc bought 7,924 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $246K.
Capital Group Conservative Equity ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #655 holding.
Benjamin Edwards Inc first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.