RIL
CGCV

Rothschild Investment LLC’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Rothschild Investment LLC’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 		$816K Buy
24,850
+1,000
+4% +$31.6K 0.03% 467
2026
Q1 		$711K Buy
+23,850
New +$739K 0.04% 329

Other funds holding CGCV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Rothschild Investment LLC's CGCV Position: Q2 2026 in Review

Rothschild Investment LLC increased its Capital Group Conservative Equity ETF (CGCV) stake by 4.2% in Q2 2026, buying an estimated $31.6K and bringing the position to 24,850 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #467.

Rothschild Investment LLC first reported a position in CGCV in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Rothschild Investment LLC held 24,850 shares of Capital Group Conservative Equity ETF worth $816K as of Q2 2026.
  • Rothschild Investment LLC bought 1,000 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $31.6K.
  • Capital Group Conservative Equity ETF made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #467 holding.
  • Rothschild Investment LLC first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.