Janney Montgomery Scott
CGCV

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
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
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

Janney Montgomery Scott's CGCV Position: Q1 2026 in Review

Janney Montgomery Scott increased its Capital Group Conservative Equity ETF (CGCV) stake by 25% in Q1 2026, buying an estimated $1.13M and bringing the position to 180,061 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #819.

Janney Montgomery Scott first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Janney Montgomery Scott held 180,061 shares of Capital Group Conservative Equity ETF worth $5.37M as of Q1 2026.
  • Janney Montgomery Scott bought 36,559 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $1.13M.
  • Capital Group Conservative Equity ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #819 holding.
  • Janney Montgomery Scott first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.