Cetera Investment Advisers
CGCV

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
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers's CGCV Position: Q1 2026 in Review

Cetera Investment Advisers increased its Capital Group Conservative Equity ETF (CGCV) stake by 13% in Q1 2026, buying an estimated $3.09M and bringing the position to 892,128 shares worth $26.6M. The position accounts for 0.03% of the portfolio, ranked #574.

Cetera Investment Advisers first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Cetera Investment Advisers held 892,128 shares of Capital Group Conservative Equity ETF worth $26.6M as of Q1 2026.
  • Cetera Investment Advisers bought 99,802 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $3.09M.
  • Capital Group Conservative Equity ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #574 holding.
  • Cetera Investment Advisers first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.