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Capital Group Divid Value Etf Shs Creation Unit shares owned by XY Planning Network

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

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 4.8k 49.28

More positions owned by XY Planning Network

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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