Steward Partners Investment Advisory’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Steward Partners Investment Advisory’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	$6.76M	Buy	226,905 +10,777	+5%	+$334K	0.03%	425
2025 Q4	$6.59M	Buy	216,128 +15,366	+8%	+$465K	0.04%	404
2025 Q3	$6.04M	Buy	200,762 +192,933	+2,464%	+$5.66M	0.03%	422
2025 Q2	$224K	Buy	7,829 +7,182	+1,110%	+$194K	﹤0.01%	1710
2025 Q1	$17.5K	Buy	647 +147	+29%	+$4.03K	﹤0.01%	2865
2024 Q4	$13.3K	Buy	+500	New	+$13.6K	﹤0.01%	2977

Other funds holding CGCV

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Steward Partners Investment Advisory's CGCV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Conservative Equity ETF (CGCV) stake by 5% in Q1 2026, buying an estimated $334K and bringing the position to 226,905 shares worth $6.76M. The position accounts for 0.03% of the portfolio, ranked #425.

Steward Partners Investment Advisory first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Steward Partners Investment Advisory held 226,905 shares of Capital Group Conservative Equity ETF worth $6.76M as of Q1 2026.
Steward Partners Investment Advisory bought 10,777 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $334K.
Capital Group Conservative Equity ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #425 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.