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
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 $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

IFP Advisors's CGCV Position: Q4 2025 in Review

IFP Advisors sold out of Capital Group Conservative Equity ETF (CGCV) in Q4 2025, closing a stake of 874 shares — an estimated $26.3K sold.

IFP Advisors first reported a position in CGCV in Q1 2025 and held it in 3 quarters. The position peaked at $26.3K in Q3 2025. 134 funds tracked by Wall St. Rank hold CGCV as of Q4 2025.

  • IFP Advisors reported no remaining Capital Group Conservative Equity ETF position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 874 Capital Group Conservative Equity ETF shares in Q4 2025, an estimated $26.3K.
  • IFP Advisors first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and held it in 3 quarters.
  • IFP Advisors's Capital Group Conservative Equity ETF position peaked at $26.3K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.