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

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

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.

159 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.
159 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.