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Capital Group Divid Value Etf Shs Creation Unit shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities 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 Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 96k 36.44
2024-06-30 $3.5M 107k 33.00
2024-03-31 $2.9M 91k 32.50
2023-12-31 $2.0M 67k 29.84
2023-09-30 $171k 6.5k 26.47

More positions owned by Sunbelt Securities

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Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Exxon Mobil Corp Stock (XOM)
Ishares S&p 500 Growth Etf Etf (IVW)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Gold Trust Etf (IAU)
Broadcom Stock (AVGO)
Innovator Defined Wealth Shield Etf Etf (BALT)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Large-cap Value Etf Etf (SCHV)
Abbvie Stock (ABBV)
Innovator Growth Accelerated Plus Etf - January Etf (QTJA)

View all positions for Sunbelt Securities

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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