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 Q2	$12.3M	Buy	375,538 +27,420	+8%	+$868K	0.03%	581
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

Other funds holding CGCV

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors's CGCV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 7.9% in Q2 2026, buying an estimated $868K and bringing the position to 375,538 shares worth $12.3M. The position accounts for 0.03% of the portfolio, ranked #581.

Cambridge Investment Research Advisors first reported a position in CGCV in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Cambridge Investment Research Advisors held 375,538 shares of Capital Group Conservative Equity ETF worth $12.3M as of Q2 2026.
Cambridge Investment Research Advisors bought 27,420 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $868K.
Capital Group Conservative Equity ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #581 holding.
Cambridge Investment Research Advisors first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.