NWF Advisory Services’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

NWF Advisory Services’s Portfolio CGVV Stock Details CGVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+6,807	New	+$202K	0.02%	392

Other funds holding CGVV

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Junk Investment Group Hunt Valley, Maryland $226M AUM

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

NWF Advisory Services's CGVV Position: Q2 2026 in Review

NWF Advisory Services opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q2 2026: 6,807 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings.

14 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

NWF Advisory Services held 6,807 shares of Capital Group U.S. Large Value ETF worth $210K as of Q2 2026.
Capital Group U.S. Large Value ETF was a new NWF Advisory Services position in Q2 2026.
Capital Group U.S. Large Value ETF made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #392 holding.
14 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.