Capital Group Conservative Equity ETF $CGCV Stock Holdings Increased by BlueChip Wealth Advisors LLC

BlueChip Wealth Advisors LLC increased its stake in shares of Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 310.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 78,955 shares of the company’s stock after purchasing an additional 59,701 shares during the quarter. Capital Group Conservative Equity ETF makes up approximately 1.0% of BlueChip Wealth Advisors LLC’s portfolio, making the stock its 24th largest position. BlueChip Wealth Advisors LLC’s holdings in Capital Group Conservative Equity ETF were worth $2,354,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC increased its stake in Capital Group Conservative Equity ETF by 26.5% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,613 shares of the company’s stock valued at $49,000 after buying an additional 338 shares during the period. Advisory Services Network LLC boosted its stake in shares of Capital Group Conservative Equity ETF by 1.9% during the 3rd quarter. Advisory Services Network LLC now owns 24,870 shares of the company’s stock valued at $749,000 after buying an additional 456 shares during the period. Comerica Bank grew its holdings in shares of Capital Group Conservative Equity ETF by 156.4% during the 3rd quarter. Comerica Bank now owns 905 shares of the company’s stock valued at $27,000 after acquiring an additional 552 shares in the last quarter. A&I Financial Services LLC grew its holdings in shares of Capital Group Conservative Equity ETF by 3.7% during the 4th quarter. A&I Financial Services LLC now owns 18,757 shares of the company’s stock valued at $572,000 after acquiring an additional 675 shares in the last quarter. Finally, OneAscent Financial Services LLC increased its stake in shares of Capital Group Conservative Equity ETF by 9.6% in the fourth quarter. OneAscent Financial Services LLC now owns 9,505 shares of the company’s stock worth $290,000 after acquiring an additional 833 shares during the last quarter.

Capital Group Conservative Equity ETF Trading Down 0.4%

NYSEARCA CGCV opened at $32.85 on Wednesday. Capital Group Conservative Equity ETF has a 1-year low of $28.60 and a 1-year high of $33.16. The firm’s fifty day simple moving average is $32.27 and its 200-day simple moving average is $31.41. The company has a market capitalization of $1.89 billion, a PE ratio of 23.69 and a beta of 0.65.

Capital Group Conservative Equity ETF Company Profile

The Capital Group Conservative Equity ETF (CGCV) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, seeking total returns through investments in North American companies. CGCV was launched on Jun 25, 2024 and is issued by Capital Group.