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Capital Group Divid Value Etf Shs Creation Unit shares owned by Arkadios Wealth Advisors

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

Historical chart of Arkadios Wealth Advisors 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 Arkadios Wealth Advisors 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 278k 42.54
2025-12-31 $3.7M 84k 43.64
2025-09-30 $2.2M 52k 42.03

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
State Street Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Angel Oak Income Etf Etf (CARY)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Growth Etf Etf (IVW)
Fidelity Total Bond Etf Etf (FBND)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Total Stock Market Etf Etf (VTI)
Ab Short Duration High Yield Etf Etf (SYFI)

View all positions for Arkadios Wealth Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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