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Capital Group Divid Value Etf Shs Creation Unit shares owned by Secure Asset Management

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Secure Asset Management from 13F filings

Historical chart of Secure Asset Management 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 Secure Asset Management 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 169k 42.29
2025-06-30 $5.3M 135k 39.49
2025-03-31 $3.5M 97k 35.64
2024-12-31 $2.0M 58k 35.26

More positions owned by Secure Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Costco Wholesale Corporation (COST)

View all positions for Secure Asset Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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