MFG
CGCV

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

Merit Financial Group’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 		$526K Buy
+16,041
New +$508K ﹤0.01% 1469

Other funds holding CGCV

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Merit Financial Group's CGCV Position: Q2 2026 in Review

Merit Financial Group opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 16,041 shares worth $526K. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings.

34 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Merit Financial Group held 16,041 shares of Capital Group Conservative Equity ETF worth $526K as of Q2 2026.
  • Capital Group Conservative Equity ETF was a new Merit Financial Group position in Q2 2026.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1469 holding.
  • 34 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.