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Capital Group Divid Value Etf Shs Creation Unit shares owned by IAM Advisory

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

Historical chart of IAM Advisory 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 IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 483k 42.03
2025-06-30 $19M 480k 39.49
2025-03-31 $7.1M 199k 35.64
2024-12-31 $6.9M 197k 35.26

More positions owned by IAM Advisory

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Broadcom (AVGO)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)

View all positions for IAM Advisory

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