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D.A. DAVIDSON & CO.

Position in CGDV — Capital Group Dividend Value ETF

CIK 1080107 GREAT FALLS, MT

Position in CGDV

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$154,843,047
+$287,100 QoQ
Shares Held
3,639,940
+2.8% QoQ
Ownership
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $154,843,047 3,639,940
2025-12-31 $154,555,947 3,541,612
2025-09-30 $141,936,823 3,377,036
2025-06-30 $130,195,133 3,296,914
2025-03-31 $115,541,672 3,241,910
2024-12-31 $13,625,063 386,417
2024-09-30 $11,034,032 302,800
2024-06-30 $8,020,749 243,053
2024-03-31 $7,122,310 219,148
2023-12-31 $6,350,160 212,807
2023-09-30 $5,258,609 198,663
2023-06-30 $4,957,162 183,327
2023-03-31 $4,264,266 170,981
2022-12-31 $2,170,327 92,002
2022-09-30 $1,460,724 71,534
2022-06-30 $854,766 38,296