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

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

Historical chart of Cornerstone 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 Cornerstone Advisory 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 Cornerstone Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 127k 42.54

More positions owned by Cornerstone Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard World Inf Tech Etf (VGT)

View all positions for Cornerstone Advisory

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