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Capital Group Divid Value Etf Shs Creation Unit shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2k 45 49.27
2026-03-31 $1.9k 45 42.53

More positions owned by Golden State Equity Partners

Invesco Qqq Tr Uit Exchange Traded (QQQ)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Ishares 20 Year Uit Exchange Traded (TLTW)
Ishares 0-3 Month Uit Exchange Traded (SGOV)
Janus Henderson Aaa Clo Uit Exchange Traded (JAAA)
Ishares Russell Mid-cap Uit Exchange Traded (IWP)
Vanguard Short-term Uit Exchange Traded (VGSH)
Vanguard Small-cap Uit Exchange Traded (VBK)
Vanguard Ftse All-world Uit Exchange Traded (VEU)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)
Ishares Gold Trust Uit Exchange Traded (IAU)
Ishares Floating Rate Uit Exchange Traded (FLOT)
Vanguard Uit Exchange Traded (BIV)
Ishares Broad Usd High Uit Exchange Traded (USHY)
State Street Blackstone Uit Exchange Traded (SRLN)

View all positions for Golden State Equity Partners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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