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Capital Group Divid Value Etf Shs Creation Unit shares owned by Rubicon Advisors, GP

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Rubicon Advisors, GP from 13F filings

Historical chart of Rubicon Advisors, GP investment in Capital Group Divid Value Etf Shs Creation Unit

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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Rubicon Advisors, GP 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 Rubicon Advisors, GP

Quarter filed Position value Share count Share price at filing
2025-12-31 $491k 11k 43.64

More positions owned by Rubicon Advisors, GP

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Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Alphabet Cap Stk Cl C (GOOG)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Rubicon Advisors, GP

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