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

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

Historical chart of Brookwood Investment Group 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 Brookwood Investment Group 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 Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 9.8k 42.03
2025-06-30 $391k 9.9k 39.49

More positions owned by Brookwood Investment Group

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Tcw Etf Trust Flexible Income (FLXR)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Pimco Etf Tr Multisector Bd (PYLD)
Morgan Stanley Etf Trust Eaton Vance Mort
Alphabet Cap Stk Cl A (GOOGL)
Tidal Trust I Unlimited Hfeq E
Kraneshares Trust Hedgeye Hedged E (KSPY)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Brookwood Investment Group

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