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
Q2 		$238K Hold
7,240
– – 0.07% 164
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 $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

Sittner & Nelson's CGCV Position: Q2 2026 in Review

Sittner & Nelson held its Capital Group Conservative Equity ETF (CGCV) position steady in Q2 2026 at 7,240 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #164.

Sittner & Nelson first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Sittner & Nelson held 7,240 shares of Capital Group Conservative Equity ETF worth $238K as of Q2 2026.
  • Sittner & Nelson left its Capital Group Conservative Equity ETF share count unchanged in Q2 2026.
  • Capital Group Conservative Equity ETF made up 0.07% of Sittner & Nelson's portfolio in Q2 2026, its #164 holding.
  • Sittner & Nelson first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.