Janney Montgomery Scott’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Janney Montgomery Scott’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	$6.96M	Buy	216,966 +9,348	+5%	+$309K	0.01%	830
2026 Q2	$6.81M	Buy	207,618 +27,557	+15%	+$872K	0.01%	829
2026 Q1	$5.37M	Buy	180,061 +36,559	+25%	+$1.13M	0.01%	819
2025 Q4	$4.38M	Buy	143,502 +29,966	+26%	+$908K	0.01%	953
2025 Q3	$3.42M	Buy	113,536 +69,907	+160%	+$2.05M	0.01%	1055
2025 Q2	$1.25M	Buy	43,629 +10,345	+31%	+$280K	﹤0.01%	1451
2025 Q1	$902K	Buy	33,284 +11,520	+53%	+$316K	﹤0.01%	1608
2024 Q4	$578K	Buy	+21,764	New	+$594K	﹤0.01%	1909

Other funds holding CGCV

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Janney Montgomery Scott's CGCV Position: Q3 2026 in Review

Janney Montgomery Scott increased its Capital Group Conservative Equity ETF (CGCV) stake by 4.5% in Q3 2026, buying an estimated $309K and bringing the position to 216,966 shares worth $6.96M. The position accounts for 0.01% of the portfolio, ranked #830.

Janney Montgomery Scott first reported a position in CGCV in Q4 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

Janney Montgomery Scott held 216,966 shares of Capital Group Conservative Equity ETF worth $6.96M as of Q3 2026.
Janney Montgomery Scott bought 9,348 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $309K.
Capital Group Conservative Equity ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #830 holding.
Janney Montgomery Scott first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 8 quarters since.
147 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.