Smartleaf Asset Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Smartleaf Asset Management’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	$177K	Hold	5,372	–	–	0.01%	882
2026 Q1	$158K	Buy	5,372 +355	+7%	+$11K	0.01%	889
2025 Q4	$154K	Buy	5,017 +2,270	+83%	+$68.8K	0.01%	945
2025 Q3	$82.5K	Buy	+2,747	New	+$80.6K	0.01%	1182

Other funds holding CGCV

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Smartleaf Asset Management's CGCV Position: Q2 2026 in Review

Smartleaf Asset Management held its Capital Group Conservative Equity ETF (CGCV) position steady in Q2 2026 at 5,372 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #882.

Smartleaf Asset Management 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.

Smartleaf Asset Management held 5,372 shares of Capital Group Conservative Equity ETF worth $177K as of Q2 2026.
Smartleaf Asset Management left its Capital Group Conservative Equity ETF share count unchanged in Q2 2026.
Capital Group Conservative Equity ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #882 holding.
Smartleaf Asset Management 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 Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.