Founders Financial Securities’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
36,026
+1,966
+6% +$56.2K 0.08% 226
2025
Q1
$896K Buy
34,060
+10,884
+47% +$286K 0.08% 236
2024
Q4
$615K Buy
23,176
+5,483
+31% +$146K 0.06% 257
2024
Q3
$482K Buy
+17,693
New +$482K 0.04% 277