Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Ergawealth Advisors »

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

Download as csv

Download as Excel

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

LPL Financial

Advance Capital Management

Raymond James Financial Services Advisors

Northwestern Mutual Wealth Management Company

Envestnet Asset Management

Commonwealth Equity Services

Wells Fargo & Company

Raymond James & Associates

Bank of America Corporation

Cetera Investment Advisers

Royal Bank of Canada

Confluence Wealth Services

Morgan Stanley

Cambridge Investment Research Advisors

Mml Investors Services

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z