Rothschild Investment LLC’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Rothschild Investment LLC’s Portfolio CGVV Stock Details CGVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.1K	Buy	+1,800	New	+$50.3K	﹤0.01%	1127

Other funds holding CGVV

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

RFS

RM Financial Services Falmouth, Maine $116M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rothschild Investment LLC's CGVV Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q1 2026: 1,800 shares worth $48.1K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings.

31 funds tracked by Wall St. Rank hold CGVV as of Q1 2026.

Rothschild Investment LLC held 1,800 shares of Capital Group U.S. Large Value ETF worth $48.1K as of Q1 2026.
Capital Group U.S. Large Value ETF was a new Rothschild Investment LLC position in Q1 2026.
Capital Group U.S. Large Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1127 holding.
31 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.