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

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

Historical chart of Beta Wealth 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 Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 57k 42.03
2025-06-30 $8.9M 225k 39.49
2025-03-31 $8.0M 225k 35.64

More positions owned by Beta Wealth

2023 Etf Series Trust Ii Gmo Intl Quality (QLTI)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Pimco Dynamic Income SHS (PDI)
Dimensional Etf Trust Emerging Mrktets (DEXC)

View all positions for Beta Wealth

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