CA
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CoreCap Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

CoreCap Advisors’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
Q3 		$42.5K Buy
1,324
+236
+22% +$7.8K ﹤0.01% 1486
2026
Q2 		$35.7K Buy
1,088
+177
+19% +$5.6K ﹤0.01% 1560
2026
Q1 		$27.2K Buy
+911
New +$28.2K ﹤0.01% 1553

Other funds holding CGCV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's CGCV Position: Q3 2026 in Review

CoreCap Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 22% in Q3 2026, buying an estimated $7.8K and bringing the position to 1,324 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

CoreCap Advisors first reported a position in CGCV in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

  • CoreCap Advisors held 1,324 shares of Capital Group Conservative Equity ETF worth $42.5K as of Q3 2026.
  • CoreCap Advisors bought 236 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $7.8K.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1486 holding.
  • CoreCap Advisors first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.