FCA
CGCV

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 +$9.75K ﹤0.01% 940

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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.