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Capital Group Divid Value Etf Shs Creation Unit shares owned by Nicholson Meyer Capital Management

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

Historical chart of Nicholson Meyer Capital Management investment in Capital Group Divid Value Etf Shs Creation Unit

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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Nicholson Meyer Capital 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 Nicholson Meyer Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 202k 42.03
2025-06-30 $691k 18k 39.49

More positions owned by Nicholson Meyer Capital Management

Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Global Tech Etf (IXN)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for Nicholson Meyer Capital 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
Morgan Stanley
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

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