EWA
CGVV

EverSource Wealth Advisors’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

EverSource Wealth Advisors’s Portfolio CGVV Stock Details CGVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60K Hold
1,942
– – ﹤0.01% 1656
2026
Q1 		$51.9K Hold
1,942
– – ﹤0.01% 1850
2025
Q4 		$52.2K Hold
1,942
– – ﹤0.01% 1720
2025
Q3 		$51.3K Buy
+1,942
New +$50.3K ﹤0.01% 1689

Other funds holding CGVV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

EverSource Wealth Advisors held its Capital Group U.S. Large Value ETF (CGVV) position steady in Q2 2026 at 1,942 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

EverSource Wealth Advisors first reported a position in CGVV in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • EverSource Wealth Advisors held 1,942 shares of Capital Group U.S. Large Value ETF worth $60K as of Q2 2026.
  • EverSource Wealth Advisors left its Capital Group U.S. Large Value ETF share count unchanged in Q2 2026.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1656 holding.
  • EverSource Wealth Advisors first reported a position in Capital Group U.S. Large Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

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