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Capital Group Divid Value Etf Shs Creation Unit shares owned by Pinnacle Wealth Management

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

Historical chart of Pinnacle Wealth 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 Pinnacle Wealth 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 Pinnacle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 301k 42.54

More positions owned by Pinnacle Wealth Management

Tidal Trust I Fundstrat Granny (GRNY)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)
Ssga Active Tr Sst Bridgewater (ALLW)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tidal Trust Iii Fundstrat Granny (GRNJ)
Spdr Series Trust State Street Spd (SPHY)
Schwab Strategic Tr Fundamental Emer (FNDE)
Spdr Series Trust State Street Spd (SPYG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Palantir Technologies Cl A (PLTR)
Arista Networks Com Shs (ANET)
Apple (AAPL)

View all positions for Pinnacle Wealth Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial
Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Jones Financial Companies, L.L
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Confluence Wealth Services

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