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Capital Group Divid Value Etf Shs Creation Unit shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 24k 42.03
2025-06-30 $955k 24k 39.49

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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Certified Advisory Corp

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