Wealth Enhancement Advisory Services
CGCV

Wealth Enhancement Advisory Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Wealth Enhancement Advisory Services’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 		$21.4M Sell
646,077
-185,038
-22% -$5.86M 0.04% 421
2026
Q1 		$24.8M Buy
831,115
+2,653
+0.3% +$82.2K 0.05% 327
2025
Q4 		$25.7M Buy
828,462
+813,745
+5,529% +$24.6M 0.03% 407
2025
Q3 		$446K Buy
+14,717
New +$432K ﹤0.01% 2453

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

Wealth Enhancement Advisory Services's CGCV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Capital Group Conservative Equity ETF (CGCV) stake by 22% in Q2 2026, selling an estimated $5.86M and leaving 646,077 shares worth $21.4M. The position accounts for 0.04% of the portfolio, ranked #421.

Wealth Enhancement Advisory Services first reported a position in CGCV in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.7M in Q4 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 646,077 shares of Capital Group Conservative Equity ETF worth $21.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 185,038 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $5.86M.
  • Capital Group Conservative Equity ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #421 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group Conservative Equity ETF position peaked at $25.7M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.