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

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

Historical chart of Harpswell Capital 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 Harpswell Capital 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 Harpswell Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.9M 140k 42.54

More positions owned by Harpswell Capital Advisors

Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Guggenheim Strategic Opportu Com Sbi (GOF)
Ishares Tr Msci India Etf (INDA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds S&p 500 Catholic (CATH)
Vanguard World Extended Dur (EDV)

View all positions for Harpswell Capital Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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