Valmark Advisers’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Valmark Advisers’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	$10.6M	Buy	323,620 +42,914	+15%	+$1.36M	0.11%	93
2026 Q1	$8.37M	Buy	280,706 +46,735	+20%	+$1.45M	0.1%	97
2025 Q4	$7.13M	Buy	233,971 +153,651	+191%	+$4.65M	0.09%	103
2025 Q3	$2.42M	Buy	80,320 +17,903	+29%	+$526K	0.03%	207
2025 Q2	$1.79M	Buy	62,417 +44,850	+255%	+$1.21M	0.02%	243
2025 Q1	$476K	Buy	+17,567	New	+$481K	0.01%	435

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Valmark Advisers's CGCV Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Conservative Equity ETF (CGCV) stake by 15% in Q2 2026, buying an estimated $1.36M and bringing the position to 323,620 shares worth $10.6M. The position accounts for 0.11% of the portfolio, ranked #93.

Valmark Advisers first reported a position in CGCV in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Valmark Advisers held 323,620 shares of Capital Group Conservative Equity ETF worth $10.6M as of Q2 2026.
Valmark Advisers bought 42,914 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.36M.
Capital Group Conservative Equity ETF made up 0.11% of Valmark Advisers's portfolio in Q2 2026, its #93 holding.
Valmark Advisers first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.