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
Q1 		$214 Buy
8
+6
+300% +$168 ﹤0.01% 2084
2025
Q4 		$54 Buy
+2
New +$53 ﹤0.01% 2043

Other funds holding CGVV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $116M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Financial Designs's CGVV Position: Q1 2026 in Review

Creative Financial Designs increased its Capital Group U.S. Large Value ETF (CGVV) stake by 300% in Q1 2026, buying an estimated $168 and bringing the position to 8 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Creative Financial Designs first reported a position in CGVV in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold CGVV as of Q1 2026.

  • Creative Financial Designs held 8 shares of Capital Group U.S. Large Value ETF worth $214 as of Q1 2026.
  • Creative Financial Designs bought 6 Capital Group U.S. Large Value ETF shares in Q1 2026, an estimated $168.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2084 holding.
  • Creative Financial Designs first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.