Sigma Planning Corp’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Sigma Planning Corp’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 Q3	$949K	Sell	30,462 -11,045	-27%	-$365K	0.02%	603
2026 Q2	$1.37M	Buy	41,507 +8,617	+26%	+$273K	0.03%	482
2026 Q1	$983K	Buy	32,890 +3,962	+14%	+$123K	0.03%	573
2025 Q4	$882K	Buy	28,928 +10,001	+53%	+$303K	0.02%	582
2025 Q3	$571K	Buy	+18,927	New	+$556K	0.02%	761

Other funds holding CGCV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Junk Investment Group Hunt Valley, Maryland $241M AUM

Sigma Planning Corp's CGCV Position: Q3 2026 in Review

Sigma Planning Corp reduced its Capital Group Conservative Equity ETF (CGCV) stake by 27% in Q3 2026, selling an estimated $365K and leaving 30,462 shares worth $949K. The position accounts for 0.02% of the portfolio, ranked #603.

Sigma Planning Corp first reported a position in CGCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2026. 38 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

Sigma Planning Corp held 30,462 shares of Capital Group Conservative Equity ETF worth $949K as of Q3 2026.
Sigma Planning Corp sold 11,045 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $365K.
Capital Group Conservative Equity ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #603 holding.
Sigma Planning Corp first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 5 quarters since.
Sigma Planning Corp's Capital Group Conservative Equity ETF position peaked at $1.37M in Q2 2026.
38 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.