Per Stirling Capital Management »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Per Stirling Capital Management

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

Historical chart of Per Stirling Capital 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 Per Stirling 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 Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 95k 36.44
2024-03-31 $3.1M 95k 32.50
2023-12-31 $2.7M 90k 29.84
2023-09-30 $1.7M 64k 26.47
2023-06-30 $1.2M 46k 27.04

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Global 100 Etf (IOO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Exchange-traded Intermediate Dur (FIIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Quality Grow (QGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Wellington Us Multifactor (VFMF)

View all positions for Per Stirling Capital Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
Cetera Investment Advisers
Advisor Group Holdings
Confluence Wealth Services
Morgan Stanley

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