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 Q3	$2.73M	Buy	85,023 +1,139	+1%	+$37.6K	1.44%	19
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bulwark Capital's CGCV Position: Q3 2026 in Review

Bulwark Capital increased its Capital Group Conservative Equity ETF (CGCV) stake by 1.4% in Q3 2026, buying an estimated $37.6K and bringing the position to 85,023 shares worth $2.73M. The position accounts for 1.44% of the portfolio, ranked #19.

Bulwark Capital first reported a position in CGCV in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.75M in Q2 2026. 58 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

Bulwark Capital held 85,023 shares of Capital Group Conservative Equity ETF worth $2.73M as of Q3 2026.
Bulwark Capital bought 1,139 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $37.6K.
Capital Group Conservative Equity ETF made up 1.44% of Bulwark Capital's portfolio in Q3 2026, its #19 holding.
Bulwark Capital first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's Capital Group Conservative Equity ETF position peaked at $2.75M in Q2 2026.
58 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.