Capital Group Divid Value Etf Shs Creation Unit shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Capital Group Divid Value Etf Shs Creation Unit
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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 71k | 43.64 |
| 2025-09-30 | $2.8M | 67k | 42.03 |
| 2025-06-30 | $2.7M | 68k | 39.49 |
| 2025-03-31 | $2.2M | 62k | 35.64 |
| 2024-12-31 | $1.7M | 48k | 35.26 |
| 2024-09-30 | $1.7M | 45k | 36.44 |
| 2024-06-30 | $1.4M | 41k | 33.00 |
| 2024-03-31 | $1.2M | 38k | 32.50 |
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