SPIA
CGCV

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$224K Buy
7,829
+7,182
+1,110% +$205K ﹤0.01% 1710
2025
Q1 		$17.5K Buy
647
+147
+29% +$3.99K ﹤0.01% 2865
2024
Q4 		$13.3K Buy
+500
New +$13.3K ﹤0.01% 2977