Cetera Investment Advisers’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Cetera Investment Advisers’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	$36.6M	Buy	1,115,546 +223,418	+25%	+$7.07M	0.03%	509
2026 Q1	$26.6M	Buy	892,128 +99,802	+13%	+$3.09M	0.03%	574
2025 Q4	$24.2M	Buy	792,326 +378,710	+92%	+$11.5M	0.03%	586
2025 Q3	$12.5M	Buy	413,616 +209,444	+103%	+$6.15M	0.01%	864
2025 Q2	$5.84M	Buy	204,172 +48,927	+32%	+$1.32M	0.01%	1091
2025 Q1	$4.21M	Buy	155,245 +144,058	+1,288%	+$3.95M	0.01%	1225
2024 Q4	$297K	Buy	+11,187	New	+$305K	﹤0.01%	3135

Other funds holding CGCV

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 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 22.96% 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers's CGCV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Conservative Equity ETF (CGCV) stake by 25% in Q2 2026, buying an estimated $7.07M and bringing the position to 1,115,546 shares worth $36.6M. The position accounts for 0.03% of the portfolio, ranked #509.

Cetera Investment Advisers first reported a position in CGCV in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Cetera Investment Advisers held 1,115,546 shares of Capital Group Conservative Equity ETF worth $36.6M as of Q2 2026.
Cetera Investment Advisers bought 223,418 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $7.07M.
Capital Group Conservative Equity ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #509 holding.
Cetera Investment Advisers first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.