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IFP Advisors, Inc

Position in CGDV — Capital Group Dividend Value ETF

CIK 1641866 TAMPA, FL

Position in CGDV

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$26,896,085
+$5,971,753 QoQ
Shares Held
632,254
+31.9% QoQ
Ownership
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $26,896,085 632,254
2025-12-31 $20,924,332 479,476
2025-09-30 $18,794,975 447,180
2025-06-30 $16,399,012 415,270
2025-03-31 $13,475,127 378,090
2024-12-31 $824,660 23,388
2024-09-30 $843,658 23,152
2024-06-30 $760,254 23,038
2024-03-31 $655,427 20,167
2023-12-31 $595,516 19,957
2023-09-30 $1,732,805 65,463
2023-06-30 $1,578,784 58,387
2023-03-31 $648,888 26,018
2022-12-31 $336,841 14,279
2022-09-30 $194,806 9,540
2022-06-30 $70,330 3,151
2022-03-31 $15,340 593