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

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

Historical chart of Herold 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 Herold 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 47k 42.03
2025-06-30 $2.3M 58k 39.49

More positions owned by Herold Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Dimensional Etf Trust Us Equity Market (DFUS)
Exxon Mobil Corporation (XOM)
Wal-Mart Stores (WMT)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Herold 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