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
Q2 		$9.88M Buy
301,168
+8,739
+3% +$277K 4.54% 3
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 $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Carson Advisory's CGCV Position: Q2 2026 in Review

Carson Advisory increased its Capital Group Conservative Equity ETF (CGCV) stake by 3% in Q2 2026, buying an estimated $277K and bringing the position to 301,168 shares worth $9.88M. The position accounts for 4.54% of the portfolio, ranked #3.

Carson Advisory first reported a position in CGCV in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Carson Advisory held 301,168 shares of Capital Group Conservative Equity ETF worth $9.88M as of Q2 2026.
  • Carson Advisory bought 8,739 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $277K.
  • Capital Group Conservative Equity ETF made up 4.54% of Carson Advisory's portfolio in Q2 2026, its #3 holding.
  • Carson Advisory first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.