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

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

Historical chart of PFG Financial 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 PFG Financial 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 152k 42.03
2025-06-30 $389k 9.8k 39.49
2025-03-31 $258k 7.2k 35.64

More positions owned by PFG Financial Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Spdr Portfolio Dvlpd World Ex-us Etf (SPDW)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishr Gld Trst Micr Etf Benef Intrst Etf (IAUM)
Ishares Aggregate Bond Etf Etf (AGG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Msci Cmmnctn Srves Indx Etf (FCOM)

View all positions for PFG Financial 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