TFA
CGCV

Transamerica Financial Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Transamerica Financial 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
Q2 		$528K Sell
16,036
-807
-5% -$25.5K 0.04% 281
2026
Q1 		$504K Buy
16,843
+8,077
+92% +$250K 0.04% 289
2025
Q4 		$267K Buy
8,766
+1,181
+16% +$35.8K 0.02% 326
2025
Q3 		$229K Buy
+7,585
New +$223K 0.02% 310

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

Transamerica Financial Advisors's CGCV Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Capital Group Conservative Equity ETF (CGCV) stake by 4.8% in Q2 2026, selling an estimated $25.5K and leaving 16,036 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #281.

Transamerica Financial Advisors first reported a position in CGCV in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Transamerica Financial Advisors held 16,036 shares of Capital Group Conservative Equity ETF worth $528K as of Q2 2026.
  • Transamerica Financial Advisors sold 807 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $25.5K.
  • Capital Group Conservative Equity ETF made up 0.04% of Transamerica Financial Advisors's portfolio in Q2 2026, its #281 holding.
  • Transamerica Financial Advisors first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.