SPC
CGCV

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
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

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sigma Planning Corp's CGCV Position: Q2 2026 in Review

Sigma Planning Corp increased its Capital Group Conservative Equity ETF (CGCV) stake by 26% in Q2 2026, buying an estimated $273K and bringing the position to 41,507 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #482.

Sigma Planning Corp first reported a position in CGCV in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Sigma Planning Corp held 41,507 shares of Capital Group Conservative Equity ETF worth $1.37M as of Q2 2026.
  • Sigma Planning Corp bought 8,617 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $273K.
  • Capital Group Conservative Equity ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #482 holding.
  • Sigma Planning Corp first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.