Wealthcare Advisory Partners LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1683059
WEST CHESTER, PA
Position in CGDV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$55,544,860
+$1,595,652 QoQ
Shares Held
1,305,709
+5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,544,860 | 1,305,709 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $53,949,208 | 1,236,233 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $48,083,833 | 1,144,036 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $34,065,693 | 862,641 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,120,396 | 536,487 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $17,320,135 | 491,212 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,204,503 | 444,690 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,762,494 | 144,318 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,574,025 | 109,970 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,743,252 | 58,420 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $879,756 | 33,236 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $362,281 | 13,398 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||