FFA
CGCV

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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Farther Finance Advisors's CGCV Position: Q2 2026 in Review

Farther Finance Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 59% in Q2 2026, buying an estimated $28K and bringing the position to 2,378 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Farther Finance Advisors first reported a position in CGCV in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Farther Finance Advisors held 2,378 shares of Capital Group Conservative Equity ETF worth $78K as of Q2 2026.
  • Farther Finance Advisors bought 884 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $28K.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2909 holding.
  • Farther Finance Advisors first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.