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
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 $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 $374B AUM 17.66% 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 $242M AUM 12.61% 1-Year Est. Return

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

Stratos Wealth Partners reduced its Capital Group Conservative Equity ETF (CGCV) stake by 1.7% in Q1 2026, selling an estimated $9.7K and leaving 18,561 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #1024.

Stratos Wealth Partners first reported a position in CGCV in Q4 2024 and has held it in 4 quarters since. The position peaked at $575K in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Stratos Wealth Partners held 18,561 shares of Capital Group Conservative Equity ETF worth $553K as of Q1 2026.
  • Stratos Wealth Partners sold 313 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $9.7K.
  • Capital Group Conservative Equity ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1024 holding.
  • Stratos Wealth Partners first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • Stratos Wealth Partners's Capital Group Conservative Equity ETF position peaked at $575K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

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