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

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

Historical chart of Regimen Wealth 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 Regimen Wealth 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 422k 42.01
2025-06-30 $17M 428k 39.49

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Regimen Wealth

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
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
Royal Bank of Canada

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