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Capital Group Divid Value Etf Shs Creation Unit shares owned by Orca Wealth Management

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

Historical chart of Orca 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 Orca 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 Orca Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 54k 42.03
2025-06-30 $2.1M 54k 39.49
2025-03-31 $1.9M 53k 35.64

More positions owned by Orca Wealth Management

Apple (AAPL)
Old Republic International Corporation (ORI)
Raytheon Technologies Corp (RTX)
Cisco Systems (CSCO)
Broadcom (AVGO)
Qualcomm (QCOM)
Astrazeneca Sponsored Adr (AZN)
Philip Morris International (PM)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Chubb (CB)
British Amern Tob Sponsored Adr (BTI)
Prudential Financial (PRU)
Blackstone Group Inc Com Cl A (BX)
NVIDIA Corporation (NVDA)

View all positions for Orca 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