Cambridge Investment Research Advisors
CGCV

Cambridge Investment Research Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Cambridge Investment Research 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
Q1 		$10.4M Buy
348,118
+27,839
+9% +$863K 0.03% 605
2025
Q4 		$9.77M Buy
320,279
+149,924
+88% +$4.54M 0.03% 594
2025
Q3 		$5.13M Buy
170,355
+60,158
+55% +$1.77M 0.01% 892
2025
Q2 		$3.15M Buy
110,197
+7,224
+7% +$196K 0.01% 1120
2025
Q1 		$2.79M Buy
102,973
+67,670
+192% +$1.85M 0.01% 1148
2024
Q4 		$937K Buy
35,303
+13,320
+61% +$363K ﹤0.01% 1926
2024
Q3 		$599K Buy
+21,983
New +$573K ﹤0.01% 2257

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LPL Financial
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Raymond James Financial
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
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TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return