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

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

Historical chart of Financial Life Planners 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 Financial Life Planners 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 Financial Life Planners

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.7k 204 42.54

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Ishares Tr Core S&p500 Etf Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Palantir Technologies (PLTR)
Berkshire Hathaway (BRK.B)
Microsoft Corporation (MSFT)
Robinhood Mkts (HOOD)
Costco Wholesale Corporation (COST)
Vanguard World Fd Mega Grwth Ind Mutual fund (MGK)
SPDR S&P MidCap 400 ETF (MDY)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
SPDR Dow Jones Industrial Average ETF (DIA)
Wisdomtree Bitcoin Fd Shs Ben Int Etf (BTCW)

View all positions for Financial Life Planners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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