MONETA GROUP INVESTMENT ADVISORS LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1120927
ST LOUIS, MO
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$545,923
+$75,942 QoQ
Shares Held
11,078
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#159
of 204 holders
Holding Since
Dec 2025
3 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
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,923 | 11,078 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $469,981 | 11,048 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $375,260 | 8,599 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||