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Capital Group Divid Value Etf Shs Creation Unit shares owned by Cypress Capital Advisors

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

Historical chart of Cypress Capital Advisors 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 Cypress Capital Advisors 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 Cypress Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 41k 42.03
2025-06-30 $1.8M 45k 39.49
2025-03-31 $1.7M 47k 35.64
2024-12-31 $2.8M 80k 35.26

More positions owned by Cypress Capital Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Ishares Tr Tips Bd Etf (TIP)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Value Etf (VTV)

View all positions for Cypress Capital Advisors

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