PCG Wealth Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1905393
OVERLAND PARK, KS
All Filings in CGDV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,605,707 | 681,934 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $27,539,162 | 647,371 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,042,481 | 138,462 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,086,072 | 97,218 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $406,474 | 11,405 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||