Envestnet Asset Management
CGCV

Envestnet Asset Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Envestnet Asset Management’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
Q1 		$63.7M Buy
2,135,434
+336,976
+19% +$10.4M 0.02% 706
2025
Q4 		$54.8M Buy
1,798,458
+217,218
+14% +$6.58M 0.02% 697
2025
Q3 		$47.6M Buy
1,581,240
+1,014,040
+179% +$29.8M 0.01% 792
2025
Q2 		$16.2M Buy
567,200
+224,680
+66% +$6.08M ﹤0.01% 1387
2025
Q1 		$9.29M Buy
342,520
+322,732
+1,631% +$8.84M ﹤0.01% 1711
2024
Q4 		$525K Buy
+19,788
New +$540K ﹤0.01% 3561

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management's CGCV Position: Q1 2026 in Review

Envestnet Asset Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 19% in Q1 2026, buying an estimated $10.4M and bringing the position to 2,135,434 shares worth $63.7M. The position accounts for 0.02% of the portfolio, ranked #706.

Envestnet Asset Management first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Envestnet Asset Management held 2,135,434 shares of Capital Group Conservative Equity ETF worth $63.7M as of Q1 2026.
  • Envestnet Asset Management bought 336,976 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $10.4M.
  • Capital Group Conservative Equity ETF made up 0.02% of Envestnet Asset Management's portfolio in Q1 2026, its #706 holding.
  • Envestnet Asset Management first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.