Main Line Retirement Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Main Line Retirement Advisors’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	$826K	Buy	25,155 +93	+0.4%	+$2.94K	0.38%	25
2026 Q1	$747K	Buy	25,062 +5,189	+26%	+$161K	0.37%	27
2025 Q4	$606K	Buy	19,873 +3,889	+24%	+$118K	0.31%	28
2025 Q3	$481K	Buy	15,984 +545	+4%	+$16K	0.25%	28
2025 Q2	$442K	Sell	15,439 -505,224	-97%	-$13.7M	0.25%	28
2025 Q1	$14.1M	Buy	520,663 +12,896	+3%	+$353K	9.17%	3
2024 Q4	$13.5M	Buy	+507,767	New	+$13.9M	8.88%	5

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Main Line Retirement Advisors's CGCV Position: Q2 2026 in Review

Main Line Retirement Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 0.37% in Q2 2026, buying an estimated $2.94K and bringing the position to 25,155 shares worth $826K. The position accounts for 0.38% of the portfolio, ranked #25.

Main Line Retirement Advisors first reported a position in CGCV in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1M in Q1 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Main Line Retirement Advisors held 25,155 shares of Capital Group Conservative Equity ETF worth $826K as of Q2 2026.
Main Line Retirement Advisors bought 93 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $2.94K.
Capital Group Conservative Equity ETF made up 0.38% of Main Line Retirement Advisors's portfolio in Q2 2026, its #25 holding.
Main Line Retirement Advisors first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 7 quarters since.
Main Line Retirement Advisors's Capital Group Conservative Equity ETF position peaked at $14.1M in Q1 2025.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.