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Capital Group Divid Value Etf Shs Creation Unit shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 165k 42.03
2025-06-30 $3.8M 97k 39.49
2025-03-31 $2.3M 66k 35.64
2024-12-31 $1.8M 52k 35.26
2024-09-30 $1.0M 28k 36.44
2024-06-30 $552k 17k 33.00
2024-03-31 $489k 15k 32.50