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Capital Group Divid Value Etf Shs Creation Unit shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $622k 15k 42.03
2025-06-30 $421k 11k 39.59
2025-03-31 $39k 1.1k 35.73
2024-12-31 $19k 550 35.26

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Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Invsc S P Internationl Uit Exchange Traded (IDMO)
Berkshire Hathaway Common Stock (BRK.B)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Gilead Sciences Common Stock (GILD)
First Trst Dorsey Wright Uit Exchange Traded (FV)
Ft Vest Us Eqty Buffer Uit Exchange Traded (GMAR)
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Amazon.com Common Stock (AMZN)

View all positions for ORG Partners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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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