Commonwealth Equity Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Commonwealth Equity Services’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	$21.3M	Buy	714,017 +143,977	+25%	+$4.46M	0.03%	544
2025 Q4	$17.4M	Buy	570,040 +82,441	+17%	+$2.5M	0.02%	616
2025 Q3	$14.7M	Buy	487,599 +98,589	+25%	+$2.89M	0.02%	713
2025 Q2	$11.1M	Buy	389,010 +155,773	+67%	+$4.22M	0.01%	834
2025 Q1	$6.32M	Buy	233,237 +92,638	+66%	+$2.54M	0.01%	1128
2024 Q4	$3.73M	Buy	140,599 +39,637	+39%	+$1.08M	0.01%	1432
2024 Q3	$2.75M	Buy	100,962 +90,103	+830%	+$2.35M	﹤0.01%	1604
2024 Q2	$270K	Buy	+10,859	New	+$270K	﹤0.01%	3392

Other funds holding CGCV

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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's CGCV Position: Q1 2026 in Review

Commonwealth Equity Services increased its Capital Group Conservative Equity ETF (CGCV) stake by 25% in Q1 2026, buying an estimated $4.46M and bringing the position to 714,017 shares worth $21.3M. The position accounts for 0.03% of the portfolio, ranked #544.

Commonwealth Equity Services first reported a position in CGCV in Q2 2024 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Commonwealth Equity Services held 714,017 shares of Capital Group Conservative Equity ETF worth $21.3M as of Q1 2026.
Commonwealth Equity Services bought 143,977 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $4.46M.
Capital Group Conservative Equity ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q1 2026, its #544 holding.
Commonwealth Equity Services first reported a position in Capital Group Conservative Equity ETF in Q2 2024 and has held it in 8 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.