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Capital Group Divid Value Etf Shs Creation Unit shares owned by Capital Advantage

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

Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 527k 42.03
2025-06-30 $21M 518k 39.49

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Financial (XLF)
Vanguard World Health Car Etf (VHT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard World Industrial Etf (VIS)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)

View all positions for Capital Advantage

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