Perennial Investment Advisors »

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

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

Historical chart of Perennial Investment 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 Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 110k 42.03
2025-06-30 $3.9M 98k 39.49
2025-03-31 $430k 12k 35.64
2024-12-31 $1.1M 31k 35.26

More positions owned by Perennial Investment Advisors

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr U.s. Tech Etf (IYW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Perennial Investment 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