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

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

Historical chart of WealthCare Investment 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 WealthCare Investment 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 WealthCare Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 52k 36.25
2024-06-30 $1.7M 51k 33.00
2024-03-31 $1.6M 50k 32.50
2023-12-31 $1.5M 50k 29.77
2023-09-30 $828k 32k 26.29
2023-06-30 $848k 32k 26.93
2023-03-31 $786k 32k 24.94

More positions owned by WealthCare Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Value Line Divid In SHS (FVD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Us Consm Staples (IYK)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Fundamental Intl (FNDF)
Select Sector Spdr Tr Communication (XLC)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for WealthCare Investment Partners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
Cetera Investment Advisers
Advisor Group Holdings
Confluence Wealth Services
Morgan Stanley

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