Sage Mountain Advisors »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain Advisors 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 Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $397k 8.0k 49.28

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Golub Capital BDC (GBDC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust St Str Msci Usaq (QUS)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard World Inf Tech Etf (VGT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Sage Mountain Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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