LPL Financial’s Capital Group Conservative Equity ETF CGCV Stock Holding History

LPL Financial’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	$188M	Buy	5,739,104 +1,074,751	+23%	+$34M	0.04%	415
2026 Q1	$139M	Buy	4,664,353 +721,366	+18%	+$22.4M	0.04%	462
2025 Q4	$120M	Buy	3,942,987 +1,380,934	+54%	+$41.8M	0.03%	477
2025 Q3	$77.1M	Buy	2,562,053 +1,201,220	+88%	+$35.3M	0.02%	640
2025 Q2	$38.9M	Buy	1,360,833 +973,998	+252%	+$26.4M	0.01%	893
2025 Q1	$10.5M	Buy	386,835 +290,026	+300%	+$7.95M	﹤0.01%	1567
2024 Q4	$2.57M	Buy	+96,809	New	+$2.64M	﹤0.01%	2643

Other funds holding CGCV

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial's CGCV Position: Q2 2026 in Review

LPL Financial increased its Capital Group Conservative Equity ETF (CGCV) stake by 23% in Q2 2026, buying an estimated $34M and bringing the position to 5,739,104 shares worth $188M. The position accounts for 0.04% of the portfolio, ranked #415.

LPL Financial first reported a position in CGCV in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

LPL Financial held 5,739,104 shares of Capital Group Conservative Equity ETF worth $188M as of Q2 2026.
LPL Financial bought 1,074,751 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $34M.
Capital Group Conservative Equity ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #415 holding.
LPL Financial first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.