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

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

Historical chart of Ergawealth 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 Ergawealth 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 Ergawealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 485k 36.44
2024-06-30 $16M 469k 33.00
2024-03-31 $16M 495k 32.50
2023-12-31 $15M 501k 29.84
2023-09-30 $14M 526k 26.47
2023-06-30 $15M 549k 27.04
2023-03-31 $12M 494k 24.94
2022-12-31 $9.8M 416k 23.59

More positions owned by Ergawealth Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Ergawealth Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
Cetera Investment Advisers
Advisor Group Holdings
Confluence Wealth Services
Morgan Stanley

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