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Capital Group Divid Value Etf Shs Creation Unit shares owned by Kerntke Otto McGlone Wealth Management Group

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

Historical chart of Kerntke Otto McGlone Wealth Management 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 Kerntke Otto McGlone Wealth Management 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 Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 35k 42.03
2025-06-30 $1.3M 32k 39.49
2025-03-31 $884k 25k 35.64
2024-12-31 $764k 22k 35.26
2024-09-30 $657k 18k 36.44
2024-03-31 $539k 17k 32.50

More positions owned by Kerntke Otto McGlone Wealth Management Group

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Fundamental Smal (FFSM)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Core High Dv Etf (HDV)
Wheaton Precious Metals Corp (WPM)
Microsoft Corporation (MSFT)
Sprott Asset Management Physical Gold Tr (PHYS)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kerntke Otto McGlone Wealth Management 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