WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1632972
PLYMOUTH, MN
Position in CGDV
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$55,229,767
-$24,136,119 QoQ
Shares Held
1,298,302
-28.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,229,767 | 1,298,302 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $79,365,886 | 1,818,650 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $72,836,434 | 1,732,963 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $65,223,184 | 1,651,638 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $57,708,858 | 1,619,216 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $54,032,177 | 1,532,393 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $50,040,464 | 1,373,229 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $34,920,996 | 1,058,212 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $26,774,962 | 823,845 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $23,267,471 | 779,741 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $18,670,217 | 705,335 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||