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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

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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
2024-03-31	$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

J P Morgan Exchange Traded F Equity Premium (JEPI)

Capital Group Growth Etf Shs Creation Uni (CGGR)

First Tr Exchange-traded Cap Strength Etf (FTCS)

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)

First Tr Exchange-traded Ft Vest Ris (RDVI)

Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)

Apple (AAPL)

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

First Tr Morningstar Divid L SHS (FDL)

Ishares Tr Msci Usa Min Vol (USMV)

Sherwin-Williams Company (SHW)

View all positions for Ergawealth Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors

Raymond James & Associates

Advisor Group Holdings

Bank of America Corporation

Wells Fargo & Company

Confluence Wealth Services

Commonwealth Equity Services

Cambridge Investment Research Advisors

UBS Group

Johnson Bixby & Associates

WNY Asset Management

Royal Bank of Canada

Janney Montgomery Scott

Kestra Advisory Services

Stifel Financial

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

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