Capital Advantage, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1628896
Walnut Creek, CA
Position in CGDV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$22,839,130
-$480,689 QoQ
Shares Held
536,886
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,839,130 | 536,886 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23,319,819 | 534,368 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $22,161,200 | 527,271 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,462,296 | 518,164 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||