Capital Group Divid Value Etf Shs Creation Unit shares owned by Roehl & Yi Investment Advisors
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Roehl & Yi Investment Advisors
from 13F filings
Historical chart of Roehl & Yi Investment Advisors investment in Capital Group Divid Value Etf Shs Creation Unit
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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Roehl & Yi Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.8M | 95k | 40.36 |
| 2025-09-30 | $2.6M | 66k | 38.92 |
| 2025-06-30 | $1.7M | 48k | 35.45 |
| 2025-03-31 | $503k | 19k | 26.52 |
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