FSBI
CGVV

Fearless Solutions (Best Invest)’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Fearless Solutions (Best Invest)’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 		$1.01M Buy
32,723
+15,583
+91% +$462K 0.53% 46
2026
Q1 		$458K Buy
17,140
+4,583
+36% +$128K 0.28% 68
2025
Q4 		$338K Buy
+12,557
New +$334K 0.2% 84

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
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
BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

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

Fearless Solutions (Best Invest) increased its Capital Group U.S. Large Value ETF (CGVV) stake by 91% in Q2 2026, buying an estimated $462K and bringing the position to 32,723 shares worth $1.01M. The position accounts for 0.53% of the portfolio, ranked #46.

Fearless Solutions (Best Invest) first reported a position in CGVV in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Fearless Solutions (Best Invest) held 32,723 shares of Capital Group U.S. Large Value ETF worth $1.01M as of Q2 2026.
  • Fearless Solutions (Best Invest) bought 15,583 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $462K.
  • Capital Group U.S. Large Value ETF made up 0.53% of Fearless Solutions (Best Invest)'s portfolio in Q2 2026, its #46 holding.
  • Fearless Solutions (Best Invest) first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

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