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Capital Group Divid Value Etf Shs Creation Unit shares owned by Accel Wealth Management

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

Historical chart of Accel Wealth Management 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 Accel Wealth Management 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 Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $375k 12k 32.50
2023-12-31 $284k 9.5k 29.84
2023-09-30 $254k 9.6k 26.47

More positions owned by Accel Wealth Management

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Whitehall Fds High Div Yld (VYM)
Amazon (AMZN)
Procter & Gamble Company (PG)
Vanguard World Energy Etf (VDE)
Vanguard Index Fds Value Etf (VTV)
Us Bancorp Del Com New (USB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
PIMCO Corporate Opportunity Fund (PTY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Accel Wealth Management

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