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Confluence Wealth Services Inc. raised its stake in shares of Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 1,678.5% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 267,062 shares of the company's stock after buying an additional 252,046 shares during the
Capital Group Conservative Equity ETF is actively managed, with its goals being "current income, growth of capital and conservation of principal." The CGCV portfolio has a tilt towards low-beta defensive names and the value factor, while growth and GARP characteristics are quite weak. Quality is adequate but not exemplary. Historical performance data (i.e., the upside capture ratio) and CGCV's current factor mix support a hypothesis that it will lag IVV this year.
Brookstone Capital Management grew its stake in Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 98.8% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,398 shares of the company's stock after acquiring an additional 27,534 shares during the period.
For long-term investors craving those “sleep-at-night” returns, actively managed ETFs can be a great solution.
Assetmark Inc. increased its holdings in Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 10,936.4% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 55,182 shares of the company's stock after acquiring an additional 54,682 shares during the period. Assetmark Inc. owned approximately 0.16% of Capital
Capital Group Conservative Equity ETF outperformed the S&P 500 in 2025, delivering a 16.8% total return with lower volatility. CGCV's portfolio blends large-cap growth and value stocks, emphasizing technology and AI exposure while maintaining sector diversification to manage risk. CGCV trades at a lower valuation (19x earnings) and expense ratio (0.33%) than the S&P 500, with a 1.4% dividend yield and strong dividend growth.
Regatta Capital Group LLC increased its position in Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 43.5% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 93,651 shares of the company's stock after buying an additional 28,373 shares during the quarter. Regatta Capital
Capital Group Conservative Equity ETF (NYSEARCA:CGCV - Get Free Report) saw a large increase in short interest in December. As of December 15th, there was short interest totaling 282,408 shares, an increase of 207.5% from the November 30th total of 91,833 shares. Based on an average daily volume of 299,970 shares, the short-interest ratio is
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