SWA
CGCV

Stratos Wealth Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Stratos Wealth Advisors’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 		– Sell
-6,817
Closed -$208K – 691
2025
Q4 		$208K Buy
+6,817
New +$206K 0.01% 619

Other funds holding CGCV

Capital International Investors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return

Stratos Wealth Advisors's CGCV Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Capital Group Conservative Equity ETF (CGCV) in Q1 2026, closing a stake of 6,817 shares — an estimated $208K sold.

Stratos Wealth Advisors first reported a position in CGCV in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Capital Group Conservative Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 6,817 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $208K.
  • Stratos Wealth Advisors first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and held it in 1 quarter.
  • Stratos Wealth Advisors's Capital Group Conservative Equity ETF position peaked at $208K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.