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

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

Historical chart of Madison Wealth Partners 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 Madison Wealth Partners 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 Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $26M 619k 42.54

More positions owned by Madison Wealth Partners

Ishares Tr Core S&p Us Gwt (IUSG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Covington Trust Enhanced Mid (FMDE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Ishares Tr Core S&p Us Vlu (IUSV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Sml Cap Eqt (SMLF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Madison Wealth Partners

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