IA
CGCV

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
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

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

IFP Advisors's CGCV Position: Q2 2026 in Review

IFP Advisors opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 205 shares worth $6.73K. The stake represents ﹤0.01% of the portfolio and ranks #3604 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CGCV as recently as Q3 2025.

IFP Advisors first reported a position in CGCV in Q1 2025 and has held it in 4 quarters since. The position peaked at $26.3K in Q3 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • IFP Advisors held 205 shares of Capital Group Conservative Equity ETF worth $6.73K as of Q2 2026.
  • Capital Group Conservative Equity ETF was a new IFP Advisors position in Q2 2026.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3604 holding.
  • IFP Advisors first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • IFP Advisors's Capital Group Conservative Equity ETF position peaked at $26.3K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.