IAG Wealth Partners’s Capital Group Conservative Equity ETF CGCV Stock Holding History

IAG Wealth Partners’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 Q1	$36.9K	Buy	+1,238	New	+$38.4K	﹤0.01%	236

Other funds holding CGCV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TPF

Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

IAG Wealth Partners's CGCV Position: Q1 2026 in Review

IAG Wealth Partners opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q1 2026: 1,238 shares worth $36.9K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings.

144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

IAG Wealth Partners held 1,238 shares of Capital Group Conservative Equity ETF worth $36.9K as of Q1 2026.
Capital Group Conservative Equity ETF was a new IAG Wealth Partners position in Q1 2026.
Capital Group Conservative Equity ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #236 holding.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.