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Capital Group Divid Value Etf Shs Creation Unit shares owned by Venture Visionary Partners

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

Historical chart of Venture Visionary Partners 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 Venture Visionary Partners 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 Venture Visionary Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 375k 42.03
2025-06-30 $948k 24k 39.49
2024-12-31 $234k 6.6k 35.26

More positions owned by Venture Visionary Partners

Microsoft Corporation Put Option (MSFT)
Apple Call Option (AAPL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A Call Option (META)
Amazon Put Option (AMZN)
Ishares Tr Ibonds Dec 2031 (IBDW)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Broadcom (AVGO)

View all positions for Venture Visionary Partners

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