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Sigma Planning Corp

Position in CGDV — Capital Group Dividend Value ETF

CIK 1449126 ANN ARBOR, MI

Position in CGDV

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$17,519,163
+$5,263,786 QoQ
Shares Held
411,828
+46.6% QoQ
Ownership
of shares outstanding
% of Portfolio
1.02%
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

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $17,519,163 411,828
2025-12-31 $12,255,377 280,829
2025-09-30 $9,512,902 226,336
2025-06-30 $9,483,602 240,152
2025-03-31 $9,675,333 271,474
2024-12-31 $9,957,882 282,413
2024-09-30 $10,655,894 292,423
2024-06-30 $12,268,113 371,761
2024-03-31 $9,495,915 292,182
2023-12-31 $4,093,122 137,169
2023-09-30 $6,462,412 244,141
2023-06-30 $6,452,014 238,610
2023-03-31 $3,145,532 126,124
2022-12-31 $2,144,000 90,886
2022-09-30 $821,047 40,208
2022-06-30 $696,763 31,217