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Orion Portfolio Solutions’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$207K Buy
+7,639
New +$209K ﹤0.01% 1796

Other funds holding CGCV

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Orion Portfolio Solutions's CGCV Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q1 2025: 7,639 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1796 among its holdings.

65 funds tracked by Wall St. Rank hold CGCV as of Q1 2025.

  • Orion Portfolio Solutions held 7,639 shares of Capital Group Conservative Equity ETF worth $207K as of Q1 2025.
  • Capital Group Conservative Equity ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1796 holding.
  • 65 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.