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Capital Group Divid Value Etf Shs Creation Unit shares owned by Clarity Retirement & Wealth

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

Historical chart of Clarity Retirement & Wealth 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 Clarity Retirement & Wealth 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 Clarity Retirement & Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $19M 451k 42.54

More positions owned by Clarity Retirement & Wealth

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Ishares Tr Hdg Msci Eafe (HEFA)
T Rowe Price Etf Floating Rate (TFLR)
Fidelity Covington Trust Fundamental Smal (FFSM)
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Clarity Retirement & Wealth

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