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Capital Group Divid Value Etf Shs Creation Unit shares owned by Cannon Wealth Management Services

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

Historical chart of Cannon Wealth Management Services 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 Cannon Wealth Management Services 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 Cannon Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $877k 21k 42.03
2025-06-30 $889k 23k 39.49
2025-03-31 $818k 23k 35.41
2024-12-31 $895k 25k 36.58
2024-09-30 $976k 27k 36.44

More positions owned by Cannon Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Duke Energy Corp Com New (DUK)

View all positions for Cannon Wealth Management Services

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