JWCA
CGCV

J.W. Cole Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

J.W. Cole 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 		$221K Buy
+6,742
New +$213K ﹤0.01% 1457
2026
Q1 		– Sell
-7,983
Closed -$243K – 1518
2025
Q4 		$243K Buy
+7,983
New +$242K 0.01% 1206

Other funds holding CGCV

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

J.W. Cole Advisors's CGCV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 6,742 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CGCV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CGCV in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 65 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • J.W. Cole Advisors held 6,742 shares of Capital Group Conservative Equity ETF worth $221K as of Q2 2026.
  • Capital Group Conservative Equity ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1457 holding.
  • J.W. Cole Advisors first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • J.W. Cole Advisors's Capital Group Conservative Equity ETF position peaked at $243K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.