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Mutual Advisors, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1694080 OMAHA, NE

Position in CGDV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$24,830,615
+$7,573,584 QoQ
Shares Held
503,868
+24.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#43
of 204 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,830,615 503,868
2026-03-31 $17,257,031 405,666
2025-12-31 $10,264,520 235,209
2025-09-30 $9,534,463 226,849
2025-06-30 $7,696,127 194,888
2025-03-31 $6,310,168 177,053
2024-12-31 $3,038,601 86,177
2024-09-30 $4,546,655 124,771
2024-06-30 $4,913,601 148,897
2024-03-31 $1,989,455 61,214
2023-12-31 $3,569,222 119,612
2023-09-30 $2,728,024 103,061
2023-06-30 $2,262,842 83,685
2023-03-31 $1,025,557 41,121
2022-12-31 $995,356 42,194
2022-09-30 $654,685 32,061