IHT Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1697490
Chicago, IL
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,357,120
+$1,209,695 QoQ
Shares Held
129,000
+6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#88
of 204 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,357,120 | 129,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,147,425 | 121,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,486,279 | 102,802 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,021,640 | 95,685 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,412,133 | 86,405 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,689,501 | 75,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,532,796 | 71,832 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||