Envestnet Portfolio Solutions
CGCV

Envestnet Portfolio Solutions’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Envestnet Portfolio Solutions’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 		$1.21M Buy
36,883
+6,397
+21% +$202K 0.01% 633
2026
Q1 		$909K Sell
30,486
-5,891
-16% -$183K 0.01% 663
2025
Q4 		$1.11M Buy
36,377
+3,624
+11% +$110K ﹤0.01% 720
2025
Q3 		$986K Buy
+32,753
New +$961K ﹤0.01% 745

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
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
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Envestnet Portfolio Solutions's CGCV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Conservative Equity ETF (CGCV) stake by 21% in Q2 2026, buying an estimated $202K and bringing the position to 36,883 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #633.

Envestnet Portfolio Solutions first reported a position in CGCV in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Envestnet Portfolio Solutions held 36,883 shares of Capital Group Conservative Equity ETF worth $1.21M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6,397 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $202K.
  • Capital Group Conservative Equity ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #633 holding.
  • Envestnet Portfolio Solutions first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.