Colton Groome Financial Advisors »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Colton Groome Financial Advisors

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

Historical chart of Colton Groome Financial 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 Colton Groome Financial Advisors 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 Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $232k 4.7k 49.28

More positions owned by Colton Groome Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Physical Gold Unit (AAAU)
Apple (AAPL)
Select Sector Spdr Tr St Str Discr Etf (XLY)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Spdr Series Trust ST STR SP600 SML (SPSM)
Select Sector Spdr Tr St Str Svc Etf (XLC)

View all positions for Colton Groome Financial Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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