Capital Investment Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1582732
ATLANTA, GA
Position in CGDV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,697,661
+$191,711 QoQ
Shares Held
86,922
+8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,697,661 | 86,922 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,505,950 | 80,338 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,925,834 | 69,613 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,299,265 | 58,224 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,502,439 | 42,156 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,022,927 | 29,011 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||