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

Independent Financial Group’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 		$650K Buy
20,274
+236
+1% +$7.8K 0.01% 872
2026
Q2 		$658K Sell
20,038
-198
-1% -$6.27K 0.01% 862
2026
Q1 		$603K Buy
+20,236
New +$627K 0.01% 838

Other funds holding CGCV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's CGCV Position: Q3 2026 in Review

Independent Financial Group increased its Capital Group Conservative Equity ETF (CGCV) stake by 1.2% in Q3 2026, buying an estimated $7.8K and bringing the position to 20,274 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #872.

Independent Financial Group first reported a position in CGCV in Q1 2026 and has held it in 3 quarters since. The position peaked at $658K in Q2 2026. 9 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

  • Independent Financial Group held 20,274 shares of Capital Group Conservative Equity ETF worth $650K as of Q3 2026.
  • Independent Financial Group bought 236 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $7.8K.
  • Capital Group Conservative Equity ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #872 holding.
  • Independent Financial Group first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's Capital Group Conservative Equity ETF position peaked at $658K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.