Bulwark Capital’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Bulwark Capital’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	$2.75M	Buy	83,884 +4,014	+5%	+$127K	1.55%	19
2026 Q1	$2.38M	Sell	79,870 -4,952	-6%	-$153K	1.47%	19
2025 Q4	$2.59M	Buy	84,822 +15,183	+22%	+$460K	1.84%	16
2025 Q3	$2.1M	Buy	69,639 +13,692	+24%	+$402K	1.63%	21
2025 Q2	$1.6M	Buy	+55,947	New	+$1.51M	1.35%	22

Other funds holding CGCV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Bulwark Capital's CGCV Position: Q2 2026 in Review

Bulwark Capital increased its Capital Group Conservative Equity ETF (CGCV) stake by 5% in Q2 2026, buying an estimated $127K and bringing the position to 83,884 shares worth $2.75M. The position accounts for 1.55% of the portfolio, ranked #19.

Bulwark Capital first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Bulwark Capital held 83,884 shares of Capital Group Conservative Equity ETF worth $2.75M as of Q2 2026.
Bulwark Capital bought 4,014 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $127K.
Capital Group Conservative Equity ETF made up 1.55% of Bulwark Capital's portfolio in Q2 2026, its #19 holding.
Bulwark Capital first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.