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

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $144M 30k 4889.11

More positions owned by Strategic Financial Concepts

Procter & Gamble Company (PG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Strategic Financial Concepts

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Advance Capital Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Commonwealth Equity Services
Wells Fargo & Company
Raymond James & Associates
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
Confluence Wealth Services
Morgan Stanley
Cambridge Investment Research Advisors
Mml Investors Services

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