PFS
CGCV

Prospera Financial Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Prospera Financial 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 		$2.45M Buy
74,634
+4,766
+7% +$151K 0.04% 463
2026
Q1 		$2.08M Buy
+69,868
New +$2.16M 0.03% 493

Other funds holding CGCV

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Prospera Financial Services's CGCV Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group Conservative Equity ETF (CGCV) stake by 6.8% in Q2 2026, buying an estimated $151K and bringing the position to 74,634 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #463.

Prospera Financial Services first reported a position in CGCV in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Prospera Financial Services held 74,634 shares of Capital Group Conservative Equity ETF worth $2.45M as of Q2 2026.
  • Prospera Financial Services bought 4,766 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $151K.
  • Capital Group Conservative Equity ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #463 holding.
  • Prospera Financial Services first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.