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Capital Group Divid Value Etf Shs Creation Unit shares owned by Financial Services Advisory

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Financial Services Advisory from 13F filings

Historical chart of Financial Services Advisory investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Financial Services Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 496k 32.50
2023-12-31 $14M 479k 29.84

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard World Mega Cap Index (MGC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Iboxx Hi Yd Etf (HYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Financial Services Advisory

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Confluence Wealth Services
Cambridge Investment Research Advisors
UBS Group
Johnson Bixby & Associates
WNY Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Kestra Advisory Services
Stifel Financial

View all funds holding Capital Group Divid Value Etf Shs Creation Unit