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KWB Wealth »

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

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$12M	302k	39.49
2025-06-30	$7.1M	200k	35.64
2025-03-31	$4.5M	126k	35.26
2024-12-31	$946k	26k	36.44

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Series Trust Portfolio S&p500 (SPLG)

Spdr Series Trust Portfolio Agrgte (SPAB)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Invesco Actively Managed Exc Total Return (GTO)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Ishares Tr Msci Intl Vlu Ft (IVLU)

Ishares Tr Core Total Usd (IUSB)

Spdr Series Trust S&P 600 SMCP GRW (SLYG)

Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3

Raymond James Financial

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

Cetera Investment Advisers

Wells Fargo & Company

Commonwealth Equity Services

Advance Capital Management

Capital Group Private Client Services

Advisor Group Holdings

Jones Financial Companies, L.L

Cambridge Investment Research Advisors

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

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