180 WEALTH ADVISORS, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1730817
FEDERAL WAY, WA
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$329,812
-$12,892 QoQ
Shares Held
7,753
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,812 | 7,753 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $342,704 | 7,853 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $314,804 | 7,490 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $296,530 | 7,509 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $261,882 | 7,348 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $246,009 | 6,977 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $249,030 | 6,834 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||