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Ballew Advisors, Inc

Position in CGDV — Capital Group Dividend Value ETF

CIK 1729096 Jackson, MS

Position in CGDV

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$574,715
+$148,047 QoQ
Shares Held
13,510
+38.2% QoQ
Ownership
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $574,715 13,510
2025-12-31 $426,668 9,777