SN
CGCV

Sittner & Nelson’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Sittner & Nelson’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
Q1 		$216K Hold
7,240
– – 0.08% 162
2025
Q4 		$229K Buy
7,240
+3,240
+81% +$98.1K 0.08% 152
2025
Q3 		$120K Hold
4,000
– – 0.04% 185
2025
Q2 		$114K Buy
+4,000
New +$108K 0.05% 181

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Sittner & Nelson's CGCV Position: Q1 2026 in Review

Sittner & Nelson held its Capital Group Conservative Equity ETF (CGCV) position steady in Q1 2026 at 7,240 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #162.

Sittner & Nelson first reported a position in CGCV in Q2 2025 and has held it in 4 quarters since. The position peaked at $229K in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Sittner & Nelson held 7,240 shares of Capital Group Conservative Equity ETF worth $216K as of Q1 2026.
  • Sittner & Nelson left its Capital Group Conservative Equity ETF share count unchanged in Q1 2026.
  • Capital Group Conservative Equity ETF made up 0.08% of Sittner & Nelson's portfolio in Q1 2026, its #162 holding.
  • Sittner & Nelson first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Sittner & Nelson's Capital Group Conservative Equity ETF position peaked at $229K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.