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Capital Group Divid Value Etf Shs Creation Unit shares owned by Blom & Howell Financial Planning

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Blom & Howell Financial Planning from 13F filings

Historical chart of Blom & Howell Financial Planning 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 Blom & Howell Financial Planning 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 Blom & Howell Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.8M 159k 42.54
2025-12-31 $6.2M 142k 43.64

More positions owned by Blom & Howell Financial Planning

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Blom & Howell Financial Planning

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
Jones Financial Companies, L.L
Commonwealth Equity Services
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings

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