FFS
CGCV

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

Founders Financial Securities’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 		$3.2M Buy
97,411
+1,980
+2% +$62.7K 0.16% 126
2026
Q1 		$2.95M Buy
95,431
+20,972
+28% +$650K 0.17% 121
2025
Q4 		$2.27M Buy
74,459
+30,317
+69% +$918K 0.13% 150
2025
Q3 		$1.33M Buy
44,142
+8,116
+23% +$238K 0.09% 205
2025
Q2 		$1.03M Buy
36,026
+1,966
+6% +$53.2K 0.08% 226
2025
Q1 		$896K Buy
34,060
+10,884
+47% +$298K 0.08% 236
2024
Q4 		$615K Buy
23,176
+5,483
+31% +$150K 0.06% 257
2024
Q3 		$482K Buy
+17,693
New +$461K 0.04% 277

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Founders Financial Securities's CGCV Position: Q2 2026 in Review

Founders Financial Securities increased its Capital Group Conservative Equity ETF (CGCV) stake by 2.1% in Q2 2026, buying an estimated $62.7K and bringing the position to 97,411 shares worth $3.2M. The position accounts for 0.16% of the portfolio, ranked #126.

Founders Financial Securities first reported a position in CGCV in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Founders Financial Securities held 97,411 shares of Capital Group Conservative Equity ETF worth $3.2M as of Q2 2026.
  • Founders Financial Securities bought 1,980 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $62.7K.
  • Capital Group Conservative Equity ETF made up 0.16% of Founders Financial Securities's portfolio in Q2 2026, its #126 holding.
  • Founders Financial Securities first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.