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Valmark Advisers, Inc.

Position in CGDV — Capital Group Dividend Value ETF

CIK 1380443 AKRON, OH

Position in CGDV

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$71,480,004
+$25,169,062 QoQ
Shares Held
1,680,301
+58.3% QoQ
Ownership
of shares outstanding
% of Portfolio
4.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 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

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $71,480,004 1,680,301
2025-12-31 $46,310,942 1,061,204
2025-09-30 $39,653,539 943,458
2025-06-30 $34,661,597 877,731
2025-03-31 $29,612,812 830,887
2024-12-31 $27,158,732 770,242
2024-09-30 $25,135,218 689,770
2024-06-30 $21,907,446 663,862
2024-03-31 $19,123,487 588,415
2023-12-31 $15,589,967 522,452
2023-09-30 $12,204,972 461,087
2023-06-30 $10,782,281 398,753
2023-03-31 $6,734,398 270,024
2022-12-31 $5,034,436 213,414
2022-09-30 $598,591 29,314
2022-06-30 $523,783 23,467