SWP
CGCV

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

Stratos Wealth Partners’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 		$656K Buy
19,972
+1,411
+8% +$44.6K 0.01% 1020
2026
Q1 		$553K Sell
18,561
-313
-2% -$9.7K 0.01% 1024
2025
Q4 		$575K Buy
18,874
+12,094
+178% +$366K 0.01% 987
2025
Q3 		$204K Buy
+6,780
New +$199K ﹤0.01% 1462
2025
Q1 		– Sell
-9,317
Closed -$247K – 1518
2024
Q4 		$247K Buy
+9,317
New +$254K ﹤0.01% 1249

Other funds holding CGCV

Capital International Investors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stratos Wealth Partners's CGCV Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group Conservative Equity ETF (CGCV) stake by 7.6% in Q2 2026, buying an estimated $44.6K and bringing the position to 19,972 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #1020.

Stratos Wealth Partners first reported a position in CGCV in Q4 2024 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Stratos Wealth Partners held 19,972 shares of Capital Group Conservative Equity ETF worth $656K as of Q2 2026.
  • Stratos Wealth Partners bought 1,411 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $44.6K.
  • Capital Group Conservative Equity ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1020 holding.
  • Stratos Wealth Partners first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.