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

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

Historical chart of Mtm 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 Mtm 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 Mtm Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.9M 163k 42.54
2025-12-31 $7.0M 160k 43.64
2025-09-30 $6.9M 163k 42.03

More positions owned by Mtm Financial Group

Vanguard Specialized Funds Div App Etf (VIG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Alps Etf Tr Sectr Div Dogs (SDOG)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Mtm 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
Capital Group Private Client Services
Jones Financial Companies, L.L
Advance Capital Management
UBS Group
Advisor Group Holdings

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