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Capital Group Divid Value Etf Shs Creation Unit shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning 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 Vertex Planning 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $309k 6.3k 49.28

More positions owned by Vertex Planning Partners

Spdr Series Trust St Str P500etf (SPYM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Univrsl Usd (IUSB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Wisdomtree Tr Us Total Dividnd (DTD)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)

View all positions for Vertex Planning Partners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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Bank of America Corporation
Cetera Investment Advisers
Jones Financial Companies, L.L
Commonwealth Equity Services
Capital Group Private Client Services
Advisor Group Holdings
Advance Capital Management
UBS Group

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