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Arax Advisory Partners

Position in CGDV — Capital Group Dividend Value ETF

CIK 1586767 DENVER, CO

Position in CGDV

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$2,843,373
+$2,462,484 QoQ
Shares Held
66,840
+665.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,843,373 66,840
2025-12-31 $380,889 8,728
2025-09-30 $616,790 14,675
2025-06-30 $371,719 9,413
2025-03-31 $272,716 7,652
2024-12-31 $151,124 4,286