Ausdal Financial Partners, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1667146
Davenport, IA
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,117,686
+$2,555,212 QoQ
Shares Held
185,018
+19.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#72
of 204 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,117,686 | 185,018 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,562,474 | 154,266 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,189,591 | 141,833 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,174,648 | 123,118 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,825,356 | 96,869 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,417,804 | 95,898 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,155,558 | 89,494 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,137,083 | 86,089 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,653,893 | 80,421 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,358,460 | 72,568 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,047,650 | 68,621 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $854,239 | 32,272 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||