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Capital Group Divid Value Etf Shs Creation Unit shares owned by RM Financial Services

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

Historical chart of RM Financial 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 RM Financial 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 RM Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.1M 119k 42.54

More positions owned by RM Financial Services

Capital Group Dividend Growe Shs Etf (CGDG)
World Gold Tr Spdr Gld Minis (GLDM)
Capital Group Conservative E SHS (CGCV)
Ishares Silver Tr Ishares (SLV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Vanguard Index Fds Total Stk Mkt (VTI)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
ConocoPhillips (COP)
Vanguard Whitehall Fds High Div Yld (VYM)
Applied Materials (AMAT)

View all positions for RM Financial Services

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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