SEIA
CGCV

Signature Estate & Investment Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Signature Estate & Investment Advisors’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 		$259K Buy
7,896
+708
+10% +$22.4K ﹤0.01% 584
2026
Q1 		$214K Buy
+7,188
New +$223K ﹤0.01% 615

Other funds holding CGCV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Signature Estate & Investment Advisors's CGCV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 9.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 7,896 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Signature Estate & Investment Advisors first reported a position in CGCV in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Signature Estate & Investment Advisors held 7,896 shares of Capital Group Conservative Equity ETF worth $259K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 708 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $22.4K.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #584 holding.
  • Signature Estate & Investment Advisors first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.