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Capital Group Divid Value Etf Shs Creation Unit shares owned by Barnes Pettey Financial Advisors

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

Historical chart of Barnes Pettey Financial 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 Barnes Pettey Financial 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 Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 53k 29.84
2023-09-30 $871k 33k 26.47
2023-06-30 $875k 32k 27.04
2023-03-31 $802k 32k 24.94
2022-12-31 $717k 30k 23.59

More positions owned by Barnes Pettey Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Value Line Divid In SHS (FVD)
First Trust Exchange-traded Risng Divd Achiv (RDVY)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Palantir Technologies Cl A (PLTR)
Vanguard Index Fds Growth Etf (VUG)
Raymond James Financial (RJF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Microsoft Corporation (MSFT)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Legg Mason Etf Invt Clrbrdg Al Cp Gw (CACG)

View all positions for Barnes Pettey Financial Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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