CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CGDG — Capital Group Dividend Growers ETF
CIK 819864
KOKOMO, IN
Position in CGDG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$202,691
-$8,048 QoQ
Shares Held
5,646
-4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,691 | 5,646 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $210,739 | 5,913 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $180,110 | 5,198 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $195,861 | 5,824 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $176,346 | 5,707 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $174,372 | 5,883 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $196,823 | 6,407 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $75,989 | 2,671 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $73,350 | 2,562 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $47,584 | 1,752 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||