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

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

Historical chart of Coppell Advisory Solutions 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 Coppell Advisory Solutions 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 Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 37k 36.48
2024-06-30 $1.9M 59k 33.00
2023-12-31 $110k 3.7k 29.84
2023-06-30 $891k 33k 26.81
2023-03-31 $865k 35k 24.70

More positions owned by Coppell Advisory Solutions

First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD)
First Tr Exchange Traded Fd Iv First Tr Enh New Etf FTSM (FTSM)
Tesla Tsla (TSLA)
Kingsmen Resources Ord KNG (KNG)
Walmart WMT (WMT)
Oracle Corp Orcl (ORCL)
Unitedhealth Group Unh (UNH)
Spdr Series Trust Spdr Bloomberg Etf Bil (BIL)
First Tr Exchange Traded Fd Vi Ft Cboe Vest U S Eq Bufer S Bufr (BUFR)
SPDR S&P 500 ETF Trust Spy (SPY)
Etf Series Solutions Aam Lw Dur Pfd Etf PFLD (PFLD)
Ft Cboe Vest Fund Of Deep Buffer Etf Bufd (BUFD)
First Tst Value Li Shs Etf FVD (FVD)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)

View all positions for Coppell Advisory Solutions

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