Private Advisor Group’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Private Advisor 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 Q1	$1.88M	Buy	63,164 +1,888	+3%	+$58.5K	0.01%	1088
2025 Q4	$1.87M	Buy	61,276 +12,048	+24%	+$365K	0.01%	1071
2025 Q3	$1.48M	Buy	49,228 +11,787	+31%	+$346K	0.01%	1150
2025 Q2	$1.07M	Sell	37,441 -4,414	-11%	-$119K	0.01%	1277
2025 Q1	$1.13M	Buy	+41,855	New	+$1.15M	0.01%	1181

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

Private Advisor Group's CGCV Position: Q1 2026 in Review

Private Advisor Group increased its Capital Group Conservative Equity ETF (CGCV) stake by 3.1% in Q1 2026, buying an estimated $58.5K and bringing the position to 63,164 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #1088.

Private Advisor Group 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.

Private Advisor Group held 63,164 shares of Capital Group Conservative Equity ETF worth $1.88M as of Q1 2026.
Private Advisor Group bought 1,888 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $58.5K.
Capital Group Conservative Equity ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1088 holding.
Private Advisor Group 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 Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.