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Capital Group Divid Value Etf Shs Creation Unit shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $941k 22k 43.64
2025-09-30 $679k 16k 42.03

More positions owned by Adamsbrown Wealth Consultants

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Apple (AAPL)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Adamsbrown Wealth Consultants

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial
Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Jones Financial Companies, L.L
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Confluence Wealth Services

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