Great Valley Advisor Group’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
$3.8M Buy
132,905
+37,348
+39% +$1.07M 0.08% 207
2025
Q1
$2.59M Buy
95,557
+84,818
+790% +$2.3M 0.06% 267
2024
Q4
$285K Buy
+10,739
New +$285K 0.01% 704