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Capital Group Divid Value Etf Shs Creation Unit shares owned by Stonebridge Financial Group

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

Historical chart of Stonebridge Financial Group 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 Stonebridge Financial 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 Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 89k 43.64
2025-09-30 $3.2M 77k 42.03
2025-06-30 $2.1M 53k 39.49
2025-03-31 $1.8M 51k 35.64
2024-12-31 $1.0M 29k 35.26

More positions owned by Stonebridge Financial Group

Ishares Tr Core Div Grwth (DGRO)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Core Msci Euro (IEUR)
Select Sector Spdr Tr State Street Ind (XLI)
Select Sector Spdr Tr State Street Fin (XLF)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Stonebridge Financial Group

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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