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

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

Historical chart of Focus Financial Network 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 Focus Financial Network 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 Focus Financial Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 64k 42.17
2025-06-30 $1.8M 45k 39.62

More positions owned by Focus Financial Network

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ultra Qqq (QLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Focus Financial Network

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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