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 Q2	$10.7M	Buy	325,155 +98,250	+43%	+$3.11M	0.05%	330
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 $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 22.9% 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

Steward Partners Investment Advisory's CGCV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Conservative Equity ETF (CGCV) stake by 43% in Q2 2026, buying an estimated $3.11M and bringing the position to 325,155 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #330.

Steward Partners Investment Advisory first reported a position in CGCV in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Steward Partners Investment Advisory held 325,155 shares of Capital Group Conservative Equity ETF worth $10.7M as of Q2 2026.
Steward Partners Investment Advisory bought 98,250 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $3.11M.
Capital Group Conservative Equity ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #330 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.