Independent Wealth Network »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network 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 Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 27k 42.54

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (SPYG)
Ishares Silver Tr Ishares (SLV)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Independent Wealth Network

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Morgan Stanley
Raymond James Financial
Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Jones Financial Companies, L.L
Advance Capital Management
UBS Group
Advisor Group Holdings

View all funds holding Capital Group Divid Value Etf Shs Creation Unit