SPC
CGVV

Sigma Planning Corp’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Sigma Planning Corp’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
Q2 		$835K Buy
27,000
+2,000
+8% +$59.3K 0.02% 677
2026
Q1 		$669K Buy
25,000
+10,000
+67% +$280K 0.02% 728
2025
Q4 		$404K Buy
+15,000
New +$399K 0.01% 885

Other funds holding CGVV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

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

Sigma Planning Corp increased its Capital Group U.S. Large Value ETF (CGVV) stake by 8% in Q2 2026, buying an estimated $59.3K and bringing the position to 27,000 shares worth $835K. The position accounts for 0.02% of the portfolio, ranked #677.

Sigma Planning Corp first reported a position in CGVV in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

  • Sigma Planning Corp held 27,000 shares of Capital Group U.S. Large Value ETF worth $835K as of Q2 2026.
  • Sigma Planning Corp bought 2,000 Capital Group U.S. Large Value ETF shares in Q2 2026, an estimated $59.3K.
  • Capital Group U.S. Large Value ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #677 holding.
  • Sigma Planning Corp first reported a position in Capital Group U.S. Large Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

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