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Capital Group Divid Value Etf Shs Creation Unit shares owned by Delta Investment Management

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

Historical chart of Delta Investment 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 Delta Investment 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 Delta Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 374k 42.03
2025-06-30 $15M 381k 39.49

More positions owned by Delta Investment Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Federated Hermes Etf Trust Mdt Large Cap (FLCC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Enterprise Products Partners (EPD)

View all positions for Delta Investment 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