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

HighTower 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
2026 Q2	$1.08M	Buy	32,868 +2,528	+8%	+$80K	﹤0.01%	2194
2026 Q1	$904K	Buy	30,340 +866	+3%	+$26.8K	﹤0.01%	2255
2025 Q4	$899K	Buy	29,474 +5,525	+23%	+$167K	﹤0.01%	2200
2025 Q3	$721K	Buy	23,949 +11,069	+86%	+$325K	﹤0.01%	2338
2025 Q2	$368K	Buy	+12,880	New	+$349K	﹤0.01%	2762

Other funds holding CGCV

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HighTower Advisors's CGCV Position: Q2 2026 in Review

HighTower Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 8.3% in Q2 2026, buying an estimated $80K and bringing the position to 32,868 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

HighTower Advisors first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

HighTower Advisors held 32,868 shares of Capital Group Conservative Equity ETF worth $1.08M as of Q2 2026.
HighTower Advisors bought 2,528 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $80K.
Capital Group Conservative Equity ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2194 holding.
HighTower Advisors first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.