Leo H. Evart »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Leo H. Evart

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Leo H. Evart from 13F filings

Historical chart of Leo H. Evart investment in Capital Group Divid Value Etf Shs Creation Unit

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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Leo H. Evart 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 Leo H. Evart

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 113k 42.54

More positions owned by Leo H. Evart

Ishares 0-3 Month Treasury Bond Etf Uit Exchange Traded (SGOV)
Schwab U.s. Large-cap Growth Etf Uit Exchange Traded (SCHG)
Vanguard Total Bond Market Index Fund Etf Shares Uit Exchange Traded (BND)
Vanguard Intermediate-term Bond Index Fund Etf Shares Uit Exchange Traded (BIV)
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)
Capital Group Dividend Value Etf Uit Exchange Traded (CGDV)
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)
Schwab International Equity Etf Uit Exchange Traded (SCHF)
Apple Common Stock (AAPL)
Vanguard Dividend Appreciation Index Fund Etf Shares Uit Exchange Traded (VIG)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Vanguard Short-term Bondindex Fund Etf Shares Uit Exchange Traded (BSV)
Goldman Sachs Access Treasury 0-1 Year Etf Uit Exchange Traded (GBIL)
Schwab U.s. Mid-cap Etf Uit Exchange Traded (SCHM)
Vanguard Small-cap Indexfund Etf Shares Uit Exchange Traded (VB)

View all positions for Leo H. Evart

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
Jones Financial Companies, L.L
Commonwealth Equity Services
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings

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