CIAS
CGVV

Capital Investment Advisory Services’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Capital Investment Advisory Services’s Portfolio CGVV Stock Details CGVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.5K Buy
+1,730
New +$51.3K ﹤0.01% 935

Other funds holding CGVV

VH
VVR Holdings Bellingham, Washington $231M AUM
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Capital Investment Advisory Services's CGVV Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q2 2026: 1,730 shares worth $53.5K. The stake represents ﹤0.01% of the portfolio and ranks #935 among its holdings.

6 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Capital Investment Advisory Services held 1,730 shares of Capital Group U.S. Large Value ETF worth $53.5K as of Q2 2026.
  • Capital Group U.S. Large Value ETF was a new Capital Investment Advisory Services position in Q2 2026.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #935 holding.
  • 6 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.