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Capital Group Divid Value Etf Shs Creation Unit shares owned by Cresset Asset Management

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

Historical chart of Cresset Asset Management 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 Cresset Asset Management 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 Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 285k 42.17
2025-06-30 $11M 282k 39.49
2025-03-31 $4.8M 134k 35.75

More positions owned by Cresset Asset Management

Arista Networks Com Shs (ANET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Erie Indty Cl A (ERIE)
Ishares Tr Core S&p500 Etf (IVV)
Reddit Cl A Put Option (RDDT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Meta Platforms Cl A Call Option (META)
Ishares Tr Core Msci Eafe (IEFA)
Palantir Technologies Cl A Put Option (PLTR)
Ishares Tr Core S&p Scp Etf Put Option (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation Put Option (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Cresset Asset Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Capital Research and Management Company - Division 3
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors

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