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Capital Group Divid Value Etf Shs Creation Unit shares owned by Coastal Investment Advisors

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

Historical chart of Coastal Investment Advisors 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 Coastal Investment Advisors 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 Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $607k 14k 42.03
2025-03-31 $1.7M 47k 35.64
2024-12-31 $1.4M 40k 35.54

More positions owned by Coastal Investment Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
First Majestic Silver Corp (AG)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Vanguard World Inf Tech Etf (VGT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Proshares Tr Bitcoin Etf (BITO)
Strategy Cl A New (MSTR)
Crowdstrike Hldgs Cl A (CRWD)
Vaneck Etf Trust Junior Gold Mine (GDXJ)

View all positions for Coastal Investment Advisors

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