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Capital Group Divid Value Etf Shs Creation Unit shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group 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 Fortis Group 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $854k 20k 42.66
2025-06-30 $2.0M 48k 40.59
2025-03-31 $1.9M 52k 35.64
2024-12-31 $1.3M 36k 35.26
2024-09-30 $1.1M 30k 36.44

More positions owned by Fortis Group Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Portfolio MF Closed and MF Open (SPLG)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares 20 MF Closed and MF Open (TLT)
Ishares Russell MF Closed and MF Open (IWO)
Amazon Common Stock (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Common Stock (GOOGL)

View all positions for Fortis Group Advisors

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