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Capital Group Divid Value Etf Shs Creation Unit shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth Management 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 IHT Wealth Management 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 96k 42.03
2025-06-30 $3.4M 86k 39.49
2025-03-31 $2.7M 76k 35.64
2024-12-31 $2.5M 72k 35.26

More positions owned by IHT Wealth Management

Apple (AAPL)
Wisdomtree Floating Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Invesco Qqq Unit Ser 1 (QQQ)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Ishares Core Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Portfolio Portfolio S&p500 (SPLG)
Spdr Portfolio Prtflo S&p500 Gw (SPYG)
First Trust Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
ISHARES 20 Plus 20 Yr Tr Bd Etf (TLT)
Ishares Msci Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq Nasdaq 100 Etf (QQQM)

View all positions for IHT Wealth Management

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