Capital Group Conservative Equity ETF·Financial Services

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.
The fund strives for the balanced accomplishment of three objectives: current income, growth of capital and conservation of principal.Distinguishing Characteristics The fund invests primarily in common stocks and other equity-type securities (such as preferred stocks).The fund may invest up to 20% of its assets outside the United States that are not included in the S&P 500 Index. When doing so, the fund will primarily invest in Canada.
Financial Services
Asset Management
2024-06-27
0.79
Market Peers





