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Capital Group Divid Value Etf Shs Creation Unit shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 48k 29.84
2023-06-30 $1.0M 37k 27.04
2023-03-31 $821k 33k 24.94
2022-12-31 $762k 32k 23.59
2022-09-30 $654k 32k 20.42

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View all positions for HPM Partners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Wells Fargo & Company
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
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