DMKC Advisory Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

DMKC Advisory Services’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	$31.2M	Buy	951,600 +882,200	+1,271%	+$27.9M	5.9%	5
2026 Q1	$2.07M	Buy	69,400 +10,675	+18%	+$331K	0.86%	49
2025 Q4	$1.79M	Buy	+58,725	New	+$1.78M	0.79%	49

Other funds holding CGCV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DMKC Advisory Services's CGCV Position: Q2 2026 in Review

DMKC Advisory Services increased its Capital Group Conservative Equity ETF (CGCV) stake by 1,271% in Q2 2026, buying an estimated $27.9M and bringing the position to 951,600 shares worth $31.2M. The position accounts for 5.9% of the portfolio, ranked #5.

DMKC Advisory Services first reported a position in CGCV in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

DMKC Advisory Services held 951,600 shares of Capital Group Conservative Equity ETF worth $31.2M as of Q2 2026.
DMKC Advisory Services bought 882,200 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $27.9M.
Capital Group Conservative Equity ETF made up 5.9% of DMKC Advisory Services's portfolio in Q2 2026, its #5 holding.
DMKC Advisory Services first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 3 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.