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Capital Group Divid Value Etf Shs Creation Unit shares owned by SK Wealth Management

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

Historical chart of SK Wealth 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 SK Wealth 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 SK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 132k 42.36

More positions owned by SK Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Flexshares Tr Stox Gbl Esg Slt (ESGG)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Msci Leadr (SUSL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ssga Active Tr Spdr Blackstone (HYBL)
Fidelity Covington Trust Fundamental Smal (FFSM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for SK Wealth 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