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

Continuum 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	$1.46M	Buy	44,334 +4,368	+11%	+$138K	0.12%	156
2026 Q1	$1.19M	Buy	39,966 +13,400	+50%	+$415K	0.11%	168
2025 Q4	$810K	Buy	26,566 +9,095	+52%	+$275K	0.08%	210
2025 Q3	$526K	Buy	+17,471	New	+$513K	0.06%	264

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

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Continuum Advisory's CGCV Position: Q2 2026 in Review

Continuum Advisory increased its Capital Group Conservative Equity ETF (CGCV) stake by 11% in Q2 2026, buying an estimated $138K and bringing the position to 44,334 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #156.

Continuum 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.

Continuum Advisory held 44,334 shares of Capital Group Conservative Equity ETF worth $1.46M as of Q2 2026.
Continuum Advisory bought 4,368 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $138K.
Capital Group Conservative Equity ETF made up 0.12% of Continuum Advisory's portfolio in Q2 2026, its #156 holding.
Continuum 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 Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.