Latitude Advisors’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Latitude Advisors’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 Q3	$560K	Buy	+18,117	New	+$570K	0.17%	120

Other funds holding CGVV

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Junk Investment Group Hunt Valley, Maryland $241M AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Latitude Advisors's CGVV Position: Q3 2026 in Review

Latitude Advisors opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q3 2026: 18,117 shares worth $560K. The stake represents 0.17% of the portfolio and ranks #120 among its holdings.

11 funds tracked by Wall St. Rank hold CGVV as of Q3 2026.

Latitude Advisors held 18,117 shares of Capital Group U.S. Large Value ETF worth $560K as of Q3 2026.
Capital Group U.S. Large Value ETF was a new Latitude Advisors position in Q3 2026.
Capital Group U.S. Large Value ETF made up 0.17% of Latitude Advisors's portfolio in Q3 2026, its #120 holding.
11 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.