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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
2024-03-31 $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)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Gold Tr Ishares New (IAU)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for WealthCare Investment Partners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Raymond James & Associates
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Confluence Wealth Services
Commonwealth Equity Services
Cambridge Investment Research Advisors
UBS Group
Johnson Bixby & Associates
WNY Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Kestra Advisory Services
Stifel Financial

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