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Capital Group Divid Value Etf Shs Creation Unit shares owned by Convergence Financial

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 136k 42.03
2025-06-30 $4.3M 110k 39.49
2025-03-31 $3.5M 100k 35.64

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
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Cambridge Investment Research Advisors

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