Sunbelt Securities’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Sunbelt Securities’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	$29.8K	Hold	1,000	–	–	﹤0.01%	1177
2025 Q4	$30.5K	Hold	1,000	–	–	﹤0.01%	1137
2025 Q3	$30.1K	Buy	+1,000	New	+$29.4K	﹤0.01%	1143
2025 Q2	–	Sell	-1,000	Closed	-$27.1K	–	1911
2025 Q1	$27.1K	Buy	+1,000	New	+$27.4K	﹤0.01%	1051

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 22.96% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Sunbelt Securities's CGCV Position: Q1 2026 in Review

Sunbelt Securities held its Capital Group Conservative Equity ETF (CGCV) position steady in Q1 2026 at 1,000 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Sunbelt Securities first reported a position in CGCV in Q1 2025 and has held it in 4 quarters since. The position peaked at $30.5K in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Sunbelt Securities held 1,000 shares of Capital Group Conservative Equity ETF worth $29.8K as of Q1 2026.
Sunbelt Securities left its Capital Group Conservative Equity ETF share count unchanged in Q1 2026.
Capital Group Conservative Equity ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1177 holding.
Sunbelt Securities first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 4 quarters since.
Sunbelt Securities's Capital Group Conservative Equity ETF position peaked at $30.5K in Q4 2025.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.