IFP Advisors
CGCV icon

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

IFP 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
Q3 		$7.54K Buy
235
+30
+15% +$991 ﹤0.01% 3576
2026
Q2 		$6.73K Buy
+205
New +$6.49K ﹤0.01% 3604
2025
Q4 		– Sell
-874
Closed -$26.3K – 5065
2025
Q3 		$26.3K Hold
874
– – ﹤0.01% 2435
2025
Q2 		$25K Sell
874
-50
-5% -$1.35K ﹤0.01% 2423
2025
Q1 		$25.1K Buy
+924
New +$25.3K ﹤0.01% 2208

Other funds holding CGCV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DMKC Advisory Services
DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's CGCV Position: Q3 2026 in Review

IFP Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 15% in Q3 2026, buying an estimated $991 and bringing the position to 235 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

IFP Advisors first reported a position in CGCV in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.3K in Q3 2025. 88 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

  • IFP Advisors held 235 shares of Capital Group Conservative Equity ETF worth $7.54K as of Q3 2026.
  • IFP Advisors bought 30 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $991.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3576 holding.
  • IFP Advisors first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • IFP Advisors's Capital Group Conservative Equity ETF position peaked at $26.3K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.