CI
CGCV

CX Institutional’s Capital Group Conservative Equity ETF CGCV Stock Holding History

CX Institutional’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 		$1K Hold
43
– – ﹤0.01% 1567
2026
Q1 		$1K Hold
43
– – ﹤0.01% 1546
2025
Q4 		$1K Buy
+43
New +$1.3K ﹤0.01% 1512

Other funds holding CGCV

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CX Institutional's CGCV Position: Q2 2026 in Review

CX Institutional held its Capital Group Conservative Equity ETF (CGCV) position steady in Q2 2026 at 43 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

CX Institutional first reported a position in CGCV in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • CX Institutional held 43 shares of Capital Group Conservative Equity ETF worth $1K as of Q2 2026.
  • CX Institutional left its Capital Group Conservative Equity ETF share count unchanged in Q2 2026.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1567 holding.
  • CX Institutional first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.