DADC
CGCV

D.A. Davidson & Co’s Capital Group Conservative Equity ETF CGCV Stock Holding History

D.A. Davidson & Co’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$511K Buy
17,875
+6,340
+55% +$181K ﹤0.01% 1044
2025
Q1 		$313K Buy
11,535
+1,225
+12% +$33.2K ﹤0.01% 1193
2024
Q4 		$274K Buy
+10,310
New +$274K ﹤0.01% 1232