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BOLTON SECURITIES CORPORATION’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio CGVV Stock Details CGVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$128K Buy
+4,150
New +$131K ﹤0.01% 1048

Other funds holding CGVV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
RM Financial Services
RM Financial Services Falmouth, Maine $132M AUM 18.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CGVV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q3 2026: 4,150 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings.

32 funds tracked by Wall St. Rank hold CGVV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,150 shares of Capital Group U.S. Large Value ETF worth $128K as of Q3 2026.
  • Capital Group U.S. Large Value ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
  • Capital Group U.S. Large Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1048 holding.
  • 32 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.