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Capital Group Divid Value Etf Shs Creation Unit shares owned by BankPlus Trust Department

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

Historical chart of BankPlus Trust Department 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 BankPlus Trust Department 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 BankPlus Trust Department

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 300 42.03
2025-06-30 $12k 300 39.49
2025-03-31 $11k 300 35.64

More positions owned by BankPlus Trust Department

iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded multifactor mi (JHMM)
Progressive Corporation (PGR)
Abbvie (ABBV)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Trust Series 1 (QQQ)
W.W. Grainger (GWW)
Automatic Data Processing (ADP)
Procter & Gamble Company (PG)
Home Depot (HD)

View all positions for BankPlus Trust Department

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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