Transamerica Financial Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1502149
CEDAR RAPIDS, IA
Position in CGDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,744,310
+$866,710 QoQ
Shares Held
41,004
+103.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,744,310 | 41,004 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $877,600 | 20,110 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $616,538 | 14,669 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||