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Capital Group Divid Value Etf Shs Creation Unit shares owned by Midwest Financial Group

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

Historical chart of Midwest Financial 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 Midwest Financial 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 Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $813k 19k 42.54

More positions owned by Midwest Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Advanced Micro Devices (AMD)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Micron Technology (MU)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Ishares Semicdtr (SOXX)
Spdr Series Trust State Street Spd (SLYG)

View all positions for Midwest Financial Group

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
Commonwealth Equity Services
Jones Financial Companies, L.L
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