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

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

Historical chart of Bogart 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 Bogart 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $45M 1.2M 36.44
2024-06-30 $40M 1.2M 33.00
2024-03-31 $9.1M 279k 32.50
2023-12-31 $2.4M 82k 29.84
2023-09-30 $2.0M 74k 26.47

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Acwi Etf Etf (ACWI)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Ishares Core Dividend Growth Etf Etf (DGRO)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total International Stock Etf Etf (VXUS)
Capital Group Dividend Value Etf Etf (CGDV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)

View all positions for Bogart Wealth

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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