EverSource Wealth Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

EverSource Wealth Advisors’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	$69.7K	Buy	2,123 +10	+0.5%	+$316	﹤0.01%	1575
2026 Q1	$63K	Buy	2,113 +500	+31%	+$15.5K	﹤0.01%	1734
2025 Q4	$49.2K	Buy	1,613 +338	+27%	+$10.2K	﹤0.01%	1757
2025 Q3	$38.4K	Buy	+1,275	New	+$37.4K	﹤0.01%	1902

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 22.9% 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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

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

EverSource Wealth Advisors's CGCV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 0.47% in Q2 2026, buying an estimated $316 and bringing the position to 2,123 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

EverSource Wealth Advisors first reported a position in CGCV in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

EverSource Wealth Advisors held 2,123 shares of Capital Group Conservative Equity ETF worth $69.7K as of Q2 2026.
EverSource Wealth Advisors bought 10 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $316.
Capital Group Conservative Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1575 holding.
EverSource Wealth Advisors first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.