FFA
CGCV icon

Farther Finance Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Farther Finance 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
Q3 		$57.1K Sell
1,779
-599
-25% -$19.8K ﹤0.01% 3293
2026
Q2 		$78K Buy
2,378
+884
+59% +$28K ﹤0.01% 2909
2026
Q1 		$44.6K Buy
1,494
+1,016
+213% +$31.5K ﹤0.01% 3074
2025
Q4 		$14.6K Buy
+478
New +$14.5K ﹤0.01% 3647

Other funds holding CGCV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's CGCV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Capital Group Conservative Equity ETF (CGCV) stake by 25% in Q3 2026, selling an estimated $19.8K and leaving 1,779 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3293.

Farther Finance Advisors first reported a position in CGCV in Q4 2025 and has held it in 4 quarters since. The position peaked at $78K in Q2 2026. 9 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

  • Farther Finance Advisors held 1,779 shares of Capital Group Conservative Equity ETF worth $57.1K as of Q3 2026.
  • Farther Finance Advisors sold 599 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $19.8K.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3293 holding.
  • Farther Finance Advisors first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Capital Group Conservative Equity ETF position peaked at $78K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.