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 Q2	$1.87M	Buy	56,875 +10,795	+23%	+$342K	0.02%	593
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 $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

Benjamin Edwards Inc's CGCV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Conservative Equity ETF (CGCV) stake by 23% in Q2 2026, buying an estimated $342K and bringing the position to 56,875 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #593.

Benjamin Edwards Inc 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.

Benjamin Edwards Inc held 56,875 shares of Capital Group Conservative Equity ETF worth $1.87M as of Q2 2026.
Benjamin Edwards Inc bought 10,795 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $342K.
Capital Group Conservative Equity ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #593 holding.
Benjamin Edwards Inc 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.