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Capital Group Divid Value Etf Shs Creation Unit shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $750k 18k 42.65

More positions owned by Optima Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPYM)
Aim Etf Products Trust Allianzim Buf 15 (SPBU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Cambria Etf Tr Global Value Etf (GVAL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

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