EH
CGCV

Equitable Holdings’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Equitable Holdings’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 		$2.81M Buy
85,602
+54,959
+179% +$1.74M 0.02% 627
2026
Q1 		$934K Buy
30,643
+18,019
+143% +$558K 0.01% 1004
2025
Q4 		$385K Buy
+12,624
New +$382K ﹤0.01% 1215

Other funds holding CGCV

Capital International Investors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Equitable Holdings's CGCV Position: Q2 2026 in Review

Equitable Holdings increased its Capital Group Conservative Equity ETF (CGCV) stake by 179% in Q2 2026, buying an estimated $1.74M and bringing the position to 85,602 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #627.

Equitable Holdings 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.

  • Equitable Holdings held 85,602 shares of Capital Group Conservative Equity ETF worth $2.81M as of Q2 2026.
  • Equitable Holdings bought 54,959 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.74M.
  • Capital Group Conservative Equity ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #627 holding.
  • Equitable Holdings 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.