MBL Wealth
CGV icon

MBL Wealth’s Conductor Global Equity Value ETF CGV Stock Holding History

MBL Wealth’s Portfolio CGV Stock Details CGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$223K Buy
+14,254
New +$226K 0.01% 559

Other funds holding CGV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MBL Wealth's CGV Position: Q3 2026 in Review

MBL Wealth opened a new position in Conductor Global Equity Value ETF (CGV) in Q3 2026: 14,254 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings.

4 funds tracked by Wall St. Rank hold CGV as of Q3 2026.

  • MBL Wealth held 14,254 shares of Conductor Global Equity Value ETF worth $223K as of Q3 2026.
  • Conductor Global Equity Value ETF was a new MBL Wealth position in Q3 2026.
  • Conductor Global Equity Value ETF made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #559 holding.
  • 4 funds tracked by Wall St. Rank held Conductor Global Equity Value ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.