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

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

Historical chart of Pillar Wealth 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 Pillar Wealth 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 Pillar Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 61k 29.84
2023-09-30 $1.5M 55k 26.47
2023-06-30 $1.4M 51k 27.04
2023-03-31 $1.1M 44k 24.94
2022-12-31 $992k 42k 23.59

More positions owned by Pillar Wealth Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Pillar Wealth Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Confluence Wealth Services
Cambridge Investment Research Advisors
UBS Group
Johnson Bixby & Associates
WNY Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Kestra Advisory Services
Stifel Financial

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