Regal Investment Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Regal Investment Advisors’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	$661K	Buy	22,184 +2,644	+14%	+$81.9K	0.04%	377
2025 Q4	$596K	Buy	19,540 +1,422	+8%	+$43.1K	0.04%	379
2025 Q3	$546K	Buy	18,118 +1	+0%	+$29	0.04%	365
2025 Q2	$518K	Buy	18,117 +4,804	+36%	+$130K	0.04%	339
2025 Q1	$361K	Buy	+13,313	New	+$365K	0.03%	369

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

Regal Investment Advisors's CGCV Position: Q1 2026 in Review

Regal Investment Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 14% in Q1 2026, buying an estimated $81.9K and bringing the position to 22,184 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #377.

Regal Investment Advisors 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.

Regal Investment Advisors held 22,184 shares of Capital Group Conservative Equity ETF worth $661K as of Q1 2026.
Regal Investment Advisors bought 2,644 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $81.9K.
Capital Group Conservative Equity ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #377 holding.
Regal Investment Advisors 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 Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.