CFD
CGVV

Creative Financial Designs’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Creative Financial Designs’s Portfolio CGVV Stock Details CGVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$495 Buy
16
+8
+100% +$237 ﹤0.01% 2134
2026
Q1 		$214 Buy
8
+6
+300% +$168 ﹤0.01% 2084
2025
Q4 		$54 Buy
+2
New +$53 ﹤0.01% 2043

Other funds holding CGVV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Capital International Investors
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
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

Creative Financial Designs's CGVV Position: Q2 2026 in Review

Creative Financial Designs increased its Capital Group U.S. Large Value ETF (CGVV) stake by 100% in Q2 2026, buying an estimated $237 and bringing the position to 16 shares worth $495. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Creative Financial Designs first reported a position in CGVV in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Creative Financial Designs held 16 shares of Capital Group U.S. Large Value ETF worth $495 as of Q2 2026.
  • Creative Financial Designs bought 8 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $237.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2134 holding.
  • Creative Financial Designs first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.