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Capital Group Divid Value Etf Shs Creation Unit shares owned by Vista Investment Partners Ii

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

Historical chart of Vista Investment Partners Ii 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 Vista Investment Partners Ii 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 Vista Investment Partners Ii

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5M 126k 43.64

More positions owned by Vista Investment Partners Ii

Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Kla Corp Com New (KLAC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Parker-Hannifin Corporation (PH)
Broadcom (AVGO)
O'reilly Automotive (ORLY)
Synchrony Financial (SYF)
Travel Leisure Ord (TNL)
Us Bancorp Del Com New (USB)
TJX Companies (TJX)
Fidelity Wise Origin Bitcoin SHS (FBTC)

View all positions for Vista Investment Partners Ii

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
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
Confluence Wealth Services

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