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

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

Historical chart of Investment Advisory Group 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 Investment Advisory Group 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 Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $665k 16k 42.03
2025-06-30 $350k 8.9k 39.49
2025-03-31 $267k 7.5k 35.64

More positions owned by Investment Advisory Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Investment Advisory Group

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