Continuum Advisory »

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

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

Historical chart of Continuum Advisory 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 Continuum Advisory 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 882k 36.30
2024-06-30 $27M 828k 33.00
2024-03-31 $26M 801k 32.81
2023-12-31 $22M 734k 29.84
2023-09-30 $744k 28k 26.47
2023-06-30 $371k 14k 27.04

More positions owned by Continuum Advisory

Capital Group Dividend Value Etf Etf (CGDV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Invesco Qqq Trust Series I Etf (QQQ)
Amazon Stock (AMZN)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Nvidia Corporation Stock (NVDA)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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