CWS Financial Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

CWS Financial 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 Q2	$1.76M	Sell	53,477 -2,147	-4%	-$67.9K	0.39%	38
2026 Q1	$1.66M	Buy	55,624 +275	+0.5%	+$8.52K	0.42%	36
2025 Q4	$1.69M	Buy	55,349 +2,519	+5%	+$76.3K	0.46%	33
2025 Q3	$1.59M	Buy	52,830 +4,750	+10%	+$139K	0.44%	33
2025 Q2	$1.38M	Buy	48,080 +6,214	+15%	+$168K	0.4%	36
2025 Q1	$1.14M	Buy	41,866 +26,881	+179%	+$737K	0.36%	39
2024 Q4	$398K	Buy	+14,985	New	+$409K	0.13%	88

Other funds holding CGCV

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWS Financial Advisors's CGCV Position: Q2 2026 in Review

CWS Financial Advisors reduced its Capital Group Conservative Equity ETF (CGCV) stake by 3.9% in Q2 2026, selling an estimated $67.9K and leaving 53,477 shares worth $1.76M. The position accounts for 0.39% of the portfolio, ranked #38.

CWS Financial Advisors first reported a position in CGCV in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

CWS Financial Advisors held 53,477 shares of Capital Group Conservative Equity ETF worth $1.76M as of Q2 2026.
CWS Financial Advisors sold 2,147 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $67.9K.
Capital Group Conservative Equity ETF made up 0.39% of CWS Financial Advisors's portfolio in Q2 2026, its #38 holding.
CWS Financial Advisors first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.