Prime Capital Investment Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1731446
OVERLAND PARK, KS
Position in CGDV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,822,978
+$970,582 QoQ
Shares Held
183,897
+17.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,822,978 | 183,897 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,852,396 | 157,021 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,037,441 | 143,646 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,406,209 | 86,255 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,284,381 | 64,096 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,491,603 | 42,303 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $847,813 | 23,266 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $712,635 | 21,595 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $702,162 | 21,605 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $620,522 | 20,795 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $550,443 | 20,795 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $562,296 | 20,795 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $461,390 | 18,500 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||