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 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 $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TPF

Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

MML Investors Services's CGCV Position: Q1 2026 in Review

MML Investors Services increased its Capital Group Conservative Equity ETF (CGCV) stake by 13% in Q1 2026, buying an estimated $1.25M and bringing the position to 361,544 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #519.

MML Investors Services first reported a position in CGCV in Q1 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

MML Investors Services held 361,544 shares of Capital Group Conservative Equity ETF worth $10.8M as of Q1 2026.
MML Investors Services bought 40,491 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $1.25M.
Capital Group Conservative Equity ETF made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #519 holding.
MML Investors Services first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.