CA
CGCV

Carson Advisory’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Carson Advisory’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 		$8.72M Buy
292,429
+9,228
+3% +$286K 4.52% 2
2025
Q4 		$8.63M Buy
283,201
+5,151
+2% +$156K 4.49% 2
2025
Q3 		$8.37M Buy
+278,050
New +$8.16M 4.52% 2

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Carson Advisory's CGCV Position: Q1 2026 in Review

Carson Advisory increased its Capital Group Conservative Equity ETF (CGCV) stake by 3.3% in Q1 2026, buying an estimated $286K and bringing the position to 292,429 shares worth $8.72M. The position accounts for 4.52% of the portfolio, ranked #2.

Carson Advisory first reported a position in CGCV in Q3 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Carson Advisory held 292,429 shares of Capital Group Conservative Equity ETF worth $8.72M as of Q1 2026.
  • Carson Advisory bought 9,228 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $286K.
  • Capital Group Conservative Equity ETF made up 4.52% of Carson Advisory's portfolio in Q1 2026, its #2 holding.
  • Carson Advisory first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.