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

Wedbush 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 Q3	$316K	Buy	9,847 +170	+2%	+$5.62K	0.01%	933
2026 Q2	$318K	Buy	9,677 +234	+2%	+$7.4K	0.01%	917
2026 Q1	$282K	Buy	9,443 +227	+2%	+$7.03K	0.01%	938
2025 Q4	$281K	Buy	9,216 +174	+2%	+$5.27K	0.01%	917
2025 Q3	$272K	Buy	+9,042	New	+$265K	0.01%	911

Other funds holding CGCV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Wedbush Securities's CGCV Position: Q3 2026 in Review

Wedbush Securities increased its Capital Group Conservative Equity ETF (CGCV) stake by 1.8% in Q3 2026, buying an estimated $5.62K and bringing the position to 9,847 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #933.

Wedbush Securities first reported a position in CGCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $318K in Q2 2026. 113 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

Wedbush Securities held 9,847 shares of Capital Group Conservative Equity ETF worth $316K as of Q3 2026.
Wedbush Securities bought 170 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $5.62K.
Capital Group Conservative Equity ETF made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #933 holding.
Wedbush Securities first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 5 quarters since.
Wedbush Securities's Capital Group Conservative Equity ETF position peaked at $318K in Q2 2026.
113 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.