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Capital Group Divid Value Etf Shs Creation Unit shares owned by Consilio Wealth Advisors

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

Historical chart of Consilio Wealth 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 Consilio Wealth 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 Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 238k 42.54
2025-12-31 $299k 6.8k 43.64

More positions owned by Consilio Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total World Stock Etf Etf (VT)
Stip - Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Lqd - Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Cgdv - Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Qqq - Invesco Qqq Trust Series I Etf (QQQ)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Consilio Wealth Advisors

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