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Capital Group Divid Value Etf Shs Creation Unit shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth 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 Nelson, Van Denburg & Campbell Wealth 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 50k 43.64
2024-12-31 $705 20 35.25

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Active Growth (JGRO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Capital Research and Management Company - Division 3
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Royal Bank of Canada

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