MISSION WEALTH MANAGEMENT, LP
Position in CGDV — Capital Group Dividend Value ETF
CIK 1645382
Santa Barbara, CA
Position in CGDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,771,230
-$290,732 QoQ
Shares Held
464,768
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,771,230 | 464,768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,061,962 | 459,715 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,088,671 | 240,035 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,076,697 | 229,848 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,392,341 | 207,417 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||