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

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

Historical chart of Sage Private Wealth Group 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 Sage Private Wealth Group 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 Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $18M 421k 42.54

More positions owned by Sage Private Wealth Group

First Trust - American Industrial Renaissance ETF Etf (AIRR)
First Trust Developed Markets Ex-us Alphadex Fund Etf (FDT)
Capital Group Dividend Value ETF Etf (CGDV)
iShares Gold Trust Etf (IAU)
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vaneck Uranium And Nuclear Etf Etf (NLR)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Spdr Gold Shares Etf (GLD)
Eli Lilly & Co Stock (LLY)

View all positions for Sage Private Wealth Group

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
Jones Financial Companies, L.L
Commonwealth Equity Services
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings

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