Merit Financial Group
CGCV icon

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
Q3 		$2.21M Buy
68,902
+52,861
+330% +$1.75M 0.01% 764
2026
Q2 		$526K Buy
+16,041
New +$508K ﹤0.01% 1469

Other funds holding CGCV

LPL Financial
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DMKC Advisory Services
DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group's CGCV Position: Q3 2026 in Review

Merit Financial Group increased its Capital Group Conservative Equity ETF (CGCV) stake by 330% in Q3 2026, buying an estimated $1.75M and bringing the position to 68,902 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #764.

Merit Financial Group first reported a position in CGCV in Q2 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

  • Merit Financial Group held 68,902 shares of Capital Group Conservative Equity ETF worth $2.21M as of Q3 2026.
  • Merit Financial Group bought 52,861 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $1.75M.
  • Capital Group Conservative Equity ETF made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #764 holding.
  • Merit Financial Group first reported a position in Capital Group Conservative Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.