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

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

Historical chart of Widmann Financial Services 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 Widmann Financial Services 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 Widmann Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 34k 42.03
2025-06-30 $491k 12k 39.49

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
International Business Machines (IBM)
Exxon Mobil Corporation (XOM)
Ishares Tr Rus Mdcp Val Etf (IWS)
McDonald's Corporation (MCD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Johnson & Johnson (JNJ)
Home Depot (HD)

View all positions for Widmann Financial Services

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