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Capital Group Divid Value Etf Shs Creation Unit shares owned by Pallas Capital Advisors

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

Historical chart of Pallas Capital Advisors 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 Pallas Capital Advisors 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 Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 165k 42.03
2025-06-30 $6.5M 164k 39.49

More positions owned by Pallas Capital Advisors

Bruker Corporation (BRKR)
Microsoft Corporation (MSFT)
Global Partners Com Units (GLP)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Broadcom (AVGO)
Schwab Strategic Tr Fundamental Intl (FNDF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Fidelity Covington Trust Enhanced Intl (FENI)
JPMorgan Chase & Co. (JPM)

View all positions for Pallas Capital Advisors

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