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

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.8M 178k 49.43
2026-03-31 $6.2M 145k 42.65
2025-12-31 $4.0M 92k 43.64
2025-09-30 $1.5M 36k 42.03

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View all positions for Summit Financial

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial
Morgan Stanley
Capital Research and Management Company - Division 3
Envestnet Asset Management
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Cetera Investment Advisers
Jones Financial Companies, L.L
Commonwealth Equity Services
Capital Group Private Client Services
Advisor Group Holdings
Advance Capital Management
UBS Group

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