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Capital Group Divid Value Etf Shs Creation Unit shares owned by ZEGA Investments

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

Historical chart of ZEGA Investments 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 ZEGA Investments 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 ZEGA Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 46k 43.64

More positions owned by ZEGA Investments

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Call Option (AAPL)
Ssga Active Tr State Street Bla (HYBL)
NVIDIA Corporation Call Option (NVDA)
Amazon Call Option (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Tidal Trust I Zega Buy And Hed (ZHDG)
Exxon Mobil Corporation Call Option (XOM)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
AFLAC Incorporated Call Option (AFL)
Abbvie Call Option (ABBV)
Graniteshares Etf Tr 2x Long Nvda Dai Call Option (NVDL)
Spdr Series Trust State Street Spd (SJNK)

View all positions for ZEGA Investments

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
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
Confluence Wealth Services

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