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

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

Historical chart of Curtis Advisory Group 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 Curtis Advisory Group 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 Curtis Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 49k 42.03
2025-06-30 $1.9M 49k 39.49
2025-03-31 $1.7M 47k 35.64

More positions owned by Curtis Advisory Group

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Amazon (AMZN)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Global X Fds 1-3 Month T-bill (CLIP)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Curtis Advisory Group

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