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

FinTrust Capital 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
2024 Q3	$10.2K	Buy	+374	New	+$9.7K	﹤0.01%	940

Other funds holding CGCV

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $898M AUM 24.36% 1-Year Est. Return

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

FinTrust Capital Advisors's CGCV Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q3 2024: 374 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

21 funds tracked by Wall St. Rank hold CGCV as of Q3 2024.

FinTrust Capital Advisors held 374 shares of Capital Group Conservative Equity ETF worth $10.2K as of Q3 2024.
Capital Group Conservative Equity ETF was a new FinTrust Capital Advisors position in Q3 2024.
Capital Group Conservative Equity ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #940 holding.
21 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.