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

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

Historical chart of WealthSpring 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 WealthSpring 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 WealthSpring Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 30k 42.54

More positions owned by WealthSpring Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Us Consm Staples (IYK)
Invesco Exchange Traded Fd T Water Res Etf (PHO)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (XAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Chevron Corporation (CVX)

View all positions for WealthSpring Partners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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