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Capital Group Divid Value Etf Shs Creation Unit shares owned by PKS Advisory Services

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by PKS Advisory Services from 13F filings

Historical chart of PKS Advisory Services 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 PKS Advisory Services 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 PKS Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $750k 17k 43.64
2025-09-30 $433k 10k 42.03

More positions owned by PKS Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for PKS Advisory Services

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