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Kovack Advisors, Inc.

Position in CGDV — Capital Group Dividend Value ETF

CIK 1728321 FT. LAUDERDALE, FL

Position in CGDV

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$9,757,144
-$200,456 QoQ
Shares Held
229,364
+0.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $9,757,144 229,364
2025-12-31 $9,957,600 228,176
2025-09-30 $2,869,934 68,283
2025-06-30 $1,144,459 28,981
2025-03-31 $856,856 24,042
2024-12-31 $759,324 21,535
2024-09-30 $481,080 13,202
2024-06-30 $239,778 7,266
2024-03-31 $273,097 8,403