IAA
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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
Q2 		– Sell
-21,211
Closed -$632K – 1661
2026
Q1 		$632K Buy
+21,211
New +$657K 0.01% 1024

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 22.9% 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

Independent Advisor Alliance's CGCV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Conservative Equity ETF (CGCV) in Q2 2026, closing a stake of 21,211 shares — an estimated $632K sold.

Independent Advisor Alliance first reported a position in CGCV in Q1 2026 and held it in 1 quarter. The position peaked at $632K in Q1 2026. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group Conservative Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 21,211 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $632K.
  • Independent Advisor Alliance first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Capital Group Conservative Equity ETF position peaked at $632K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.