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Stewardship Concepts Financial Services »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Stewardship Concepts Financial Services

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Stewardship Concepts Financial Services from 13F filings

Historical chart of Stewardship Concepts Financial Services 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 Stewardship Concepts Financial Services 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 Stewardship Concepts Financial Services

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$8.9M	209k	42.54

More positions owned by Stewardship Concepts Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)

Capital Group Dividend Value Shs Creation Uni (CGDV)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Capital Group Growth Etf Shs Creation Uni (CGGR)

First Tr Exchange Traded Smid Risng Etf (SDVY)

Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

Ishares Gold Tr Ishares New (IAU)

Fidelity Covington Trust Enhanced Intl (FENI)

Ishares Em Mkt Sm-cp Etf (EEMS)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Victory Portfolios Ii Core Intermediat (UITB)

Ishares Tr Core S&p500 Etf (IVV)

View all positions for Stewardship Concepts Financial Services

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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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

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