JY
CGCV

Jeff Yass’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Jeff Yass’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
-153,714
Closed -$4.58M – 14738
2026
Q1 		$4.58M Sell
153,714
-33,003
-18% -$1.02M ﹤0.01% 4389
2025
Q4 		$5.69M Buy
186,717
+78,870
+73% +$2.39M ﹤0.01% 3819
2025
Q3 		$3.25M Buy
107,847
+39,497
+58% +$1.16M ﹤0.01% 4820
2025
Q2 		$1.95M Buy
+68,350
New +$1.85M ﹤0.01% 5835

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 22.96% 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

Jeff Yass's CGCV Position: Q2 2026 in Review

Jeff Yass sold out of Capital Group Conservative Equity ETF (CGCV) in Q2 2026, closing a stake of 153,714 shares — an estimated $4.58M sold.

Jeff Yass first reported a position in CGCV in Q2 2025 and held it in 4 quarters. The position peaked at $5.69M in Q4 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Jeff Yass reported no remaining Capital Group Conservative Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 153,714 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $4.58M.
  • Jeff Yass first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and held it in 4 quarters.
  • Jeff Yass's Capital Group Conservative Equity ETF position peaked at $5.69M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.