LPL Financial
CGCV

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
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's CGCV Position: Q1 2026 in Review

LPL Financial increased its Capital Group Conservative Equity ETF (CGCV) stake by 18% in Q1 2026, buying an estimated $22.4M and bringing the position to 4,664,353 shares worth $139M. The position accounts for 0.04% of the portfolio, ranked #462.

LPL Financial 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.

  • LPL Financial held 4,664,353 shares of Capital Group Conservative Equity ETF worth $139M as of Q1 2026.
  • LPL Financial bought 721,366 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $22.4M.
  • Capital Group Conservative Equity ETF made up 0.04% of LPL Financial's portfolio in Q1 2026, its #462 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.