NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in CGDV — Capital Group Dividend Value ETF
CIK 1109767
CEDAR RAPIDS, IA
Position in CGDV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$12,958,322
+$123,013 QoQ
Shares Held
304,615
+3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,958,322 | 304,615 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $12,835,309 | 294,118 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,168,295 | 265,722 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,641,167 | 244,142 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,325,717 | 233,606 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,868,022 | 223,143 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $855,720 | 23,483 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $677,160 | 20,520 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $666,900 | 20,520 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $442,228 | 14,820 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $335,374 | 12,670 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $300,684 | 11,120 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||