Bouvel Investment Partners »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Bouvel Investment Partners

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

Historical chart of Bouvel Investment Partners 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 Bouvel Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Bouvel Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 261k 42.03
2025-06-30 $11M 270k 39.49

More positions owned by Bouvel Investment Partners

Pimco Etf Tr Active Bd Etf (BOND)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ge Aerospace Com New (GE)
Meta Platforms Cl A (META)
Intuit (INTU)
Kkr & Co (KKR)
Intuitive Surgical Com New (ISRG)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Bouvel Investment Partners

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