FSBI
CGCV

Fearless Solutions (Best Invest)’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Fearless Solutions (Best Invest)’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 		$319K Buy
9,709
+1,235
+15% +$39.1K 0.17% 96
2026
Q1 		$253K Sell
8,474
-1,645
-16% -$51K 0.15% 109
2025
Q4 		$309K Buy
+10,119
New +$306K 0.19% 90

Other funds holding CGCV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 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

Fearless Solutions (Best Invest)'s CGCV Position: Q2 2026 in Review

Fearless Solutions (Best Invest) increased its Capital Group Conservative Equity ETF (CGCV) stake by 15% in Q2 2026, buying an estimated $39.1K and bringing the position to 9,709 shares worth $319K. The position accounts for 0.17% of the portfolio, ranked #96.

Fearless Solutions (Best Invest) first reported a position in CGCV in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Fearless Solutions (Best Invest) held 9,709 shares of Capital Group Conservative Equity ETF worth $319K as of Q2 2026.
  • Fearless Solutions (Best Invest) bought 1,235 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $39.1K.
  • Capital Group Conservative Equity ETF made up 0.17% of Fearless Solutions (Best Invest)'s portfolio in Q2 2026, its #96 holding.
  • Fearless Solutions (Best Invest) first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Fearless Solutions (Best Invest)'s 13F filing for Q2 2026, filed 22 Jul 2026.