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

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

Historical chart of IMG 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 IMG 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 IMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 248k 42.03
2025-06-30 $8.8M 223k 39.49
2025-03-31 $7.3M 206k 35.64
2024-12-31 $6.9M 195k 35.26

More positions owned by IMG Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Dj Glbl Divid (FGD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Innovator Etfs Trust Us Eqty Ultra B (UOCT)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for IMG Wealth Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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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