MML Investors Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

MML Investors Services’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	$14.8M	Buy	451,251 +89,707	+25%	+$2.84M	0.03%	504
2026 Q1	$10.8M	Buy	361,544 +40,491	+13%	+$1.25M	0.03%	519
2025 Q4	$9.79M	Buy	321,053 +51,266	+19%	+$1.55M	0.02%	598
2025 Q3	$8.12M	Buy	269,787 +133,998	+99%	+$3.93M	0.02%	625
2025 Q2	$3.88M	Buy	135,789 +50,661	+60%	+$1.37M	0.01%	905
2025 Q1	$2.31M	Buy	+85,128	New	+$2.33M	0.01%	1094

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 22.9% 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

MML Investors Services's CGCV Position: Q2 2026 in Review

MML Investors Services increased its Capital Group Conservative Equity ETF (CGCV) stake by 25% in Q2 2026, buying an estimated $2.84M and bringing the position to 451,251 shares worth $14.8M. The position accounts for 0.03% of the portfolio, ranked #504.

MML Investors Services first reported a position in CGCV in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

MML Investors Services held 451,251 shares of Capital Group Conservative Equity ETF worth $14.8M as of Q2 2026.
MML Investors Services bought 89,707 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $2.84M.
Capital Group Conservative Equity ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #504 holding.
MML Investors Services first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.