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

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

Historical chart of Victory Financial Group 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 Victory Financial Group 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 Victory Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 58k 42.13
2025-06-30 $869k 22k 39.49
2025-03-31 $493k 14k 35.70
2024-12-31 $371k 11k 35.26

More positions owned by Victory Financial Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded SHS (FVD)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)

View all positions for Victory Financial Group

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