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

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

Historical chart of Sunrise Financial Services 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 Sunrise Financial Services 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 Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $19M 440k 42.54

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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