BlueChip Wealth Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

BlueChip Wealth Advisors’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	$3.16M	Buy	96,166 +17,211	+22%	+$545K	1.2%	23
2026 Q1	$2.35M	Buy	78,955 +59,701	+310%	+$1.85M	1.03%	24
2025 Q4	$587K	Buy	+19,254	New	+$583K	0.25%	66

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

BlueChip Wealth Advisors's CGCV Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 22% in Q2 2026, buying an estimated $545K and bringing the position to 96,166 shares worth $3.16M. The position accounts for 1.2% of the portfolio, ranked #23.

BlueChip Wealth Advisors first reported a position in CGCV in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

BlueChip Wealth Advisors held 96,166 shares of Capital Group Conservative Equity ETF worth $3.16M as of Q2 2026.
BlueChip Wealth Advisors bought 17,211 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $545K.
Capital Group Conservative Equity ETF made up 1.2% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #23 holding.
BlueChip Wealth Advisors first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 3 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.