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

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

Historical chart of Forge Financial Services 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 Forge Financial Services 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 Forge Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 403k 42.37
2025-06-30 $16M 397k 40.48
2025-03-31 $14M 396k 35.64
2024-12-31 $15M 401k 37.10

More positions owned by Forge Financial Services

First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
T Rowe Price Etf Cap Appreciation (TCAF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded SHS (FDL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Forge Financial Services

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