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

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

Historical chart of StrongBox Wealth 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 StrongBox Wealth 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 StrongBox Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 61k 42.03
2025-06-30 $2.3M 58k 39.49

More positions owned by StrongBox Wealth

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Group International SHS (CGIE)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Eaton Corp SHS (ETN)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Visa Com Cl A (V)

View all positions for StrongBox Wealth

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