IAA
CGCV

Independent Advisor Alliance’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Independent Advisor Alliance’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 		$632K Buy
+21,211
New +$657K 0.01% 1024

Other funds holding CGCV

Capital International Investors
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Independent Advisor Alliance's CGCV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q1 2026: 21,211 shares worth $632K. The stake represents 0.01% of the portfolio and ranks #1024 among its holdings.

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

  • Independent Advisor Alliance held 21,211 shares of Capital Group Conservative Equity ETF worth $632K as of Q1 2026.
  • Capital Group Conservative Equity ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Capital Group Conservative Equity ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1024 holding.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.