Capital Group Divid Value Etf Shs Creation Unit shares owned by Independent Financial Group
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Capital Group Divid Value Etf Shs Creation Unit
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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $27M | 632k | 42.54 |
| 2025-09-30 | $15M | 357k | 42.03 |
| 2025-06-30 | $5.0M | 127k | 39.49 |
| 2025-03-31 | $3.0M | 84k | 35.64 |
| 2024-12-31 | $2.5M | 71k | 35.26 |
| 2024-09-30 | $2.4M | 67k | 36.44 |
| 2024-06-30 | $2.3M | 70k | 33.00 |
| 2024-03-31 | $1.7M | 52k | 32.50 |
| 2023-12-31 | $1.4M | 46k | 29.84 |
| 2023-09-30 | $978k | 37k | 26.47 |
| 2023-06-30 | $947k | 35k | 27.04 |
| 2023-03-31 | $767k | 31k | 24.94 |
| 2022-12-31 | $510k | 22k | 23.59 |
| 2022-09-30 | $332k | 16k | 20.42 |
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Top funds holding Capital Group Divid Value Etf Shs Creation Unit
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