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Capital Group Divid Value Etf Shs Creation Unit shares owned by Erickson Financial Group

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

Historical chart of Erickson Financial Group 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 Erickson Financial Group 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 Erickson Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 605k 29.84
2023-09-30 $15M 570k 26.47
2023-06-30 $15M 555k 27.04
2023-03-31 $13M 533k 24.94
2022-12-31 $12M 511k 23.59

More positions owned by Erickson Financial Group

Vanguard World Mega Grwth Ind (MGK)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Johnson & Johnson (JNJ)
Ishares Tr National Mun Etf (MUB)

View all positions for Erickson Financial Group

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