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Capital Group Conservative Equity ETF
CGCVFinancial ServicesAMEXUS
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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.
