Cauble & Harre Wealth Management »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Cauble & Harre Wealth Management

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

Historical chart of Cauble & Harre Wealth Management 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 Cauble & Harre Wealth Management 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 Cauble & Harre Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.9M 125k 47.48

More positions owned by Cauble & Harre Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Sprott Asset Management Physical Gold Tr (PHYS)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr State Street Ene (XLE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Cauble & Harre Wealth Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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