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Capital Group Divid Value Etf Shs Creation Unit shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment 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 Future Financial Wealth Managment 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 Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 134k 42.03

More positions owned by Future Financial Wealth Managment

Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard S&p 500 Etf Etf (VOO)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Capital Group Dividend Value Etf Etf (CGDV)
Ishares Russell Top 200 Growth Etf Etf (IWY)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Procter And Gamble Stock (PG)
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)
Jpmorgan Income Etf Etf (JPIE)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Fidelity Total Bond Etf Etf (FBND)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Technology Select Sector Spdr Fund Etf (XLK)

View all positions for Future Financial Wealth Managment

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