Prospera Financial Services Inc
Position in CGDV — Capital Group Dividend Value ETF
CIK 1541625
Dallas, TX
Position in CGDV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$49,731,429
+$784,500 QoQ
Shares Held
1,169,051
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,731,429 | 1,169,051 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $48,946,929 | 1,121,607 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $46,865,257 | 1,115,043 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $41,352,980 | 1,047,176 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $35,429,510 | 994,094 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,316,653 | 859,803 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,226,223 | 664,825 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,918,702 | 573,294 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,853,425 | 395,490 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $10,420,247 | 349,204 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,917,504 | 336,891 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,472,152 | 128,408 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,173,315 | 127,238 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $581,800 | 24,663 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||