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Cooper Financial Group

Position in CGDV — Capital Group Dividend Value ETF

CIK 1751581 IRVINE, CA

Position in CGDV

as of Mar 31, 2026 · filed Apr 7, 2026
Position Value
$3,006,046
-$120,541 QoQ
Shares Held
70,664
-1.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.60%
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

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,006,046 70,664
2025-12-31 $3,126,587 71,645
2025-09-30 $4,228,554 100,608
2025-06-30 $4,131,088 104,611
2025-03-31 $3,793,450 106,438
2024-12-31 $3,632,626 103,024
2024-09-30 $3,390,596 93,046
2024-06-30 $2,756,688 83,536
2024-03-31 $1,769,690 54,452