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

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

Historical chart of Tripletail Wealth Management 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 Tripletail Wealth Management 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 Tripletail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 546 42.48

More positions owned by Tripletail Wealth Management

John Bean Technologies Corporation (JBTM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Arista Networks Com Shs (ANET)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Tripletail Wealth Management

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