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Capital Group Divid Value Etf Shs Creation Unit shares owned by McCarthy Asset Management

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

Historical chart of McCarthy Asset Management 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 McCarthy Asset Management 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 McCarthy Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 265k 43.64

More positions owned by McCarthy Asset Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Johnson & Johnson (JNJ)

View all positions for McCarthy Asset Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
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Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Jones Financial Companies, L.L
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Confluence Wealth Services

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