Kestra Advisory Services’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Kestra Advisory Services’s Portfolio CGVV Stock Details CGVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$262K	Buy	+8,490	New	+$252K	﹤0.01%	2879

Other funds holding CGVV

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Kestra Advisory Services's CGVV Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q2 2026: 8,490 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #2879 among its holdings.

11 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

Kestra Advisory Services held 8,490 shares of Capital Group U.S. Large Value ETF worth $262K as of Q2 2026.
Capital Group U.S. Large Value ETF was a new Kestra Advisory Services position in Q2 2026.
Capital Group U.S. Large Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2879 holding.
11 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.