CWS Financial Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1802459
KALAMAZOO, MI
Position in CGDV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,460,610
+$301,576 QoQ
Shares Held
34,335
+29.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,460,610 | 34,335 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,159,034 | 26,559 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,068,486 | 25,422 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,006,205 | 25,480 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $892,354 | 25,038 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $833,193 | 23,630 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $859,583 | 23,589 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $778,734 | 23,598 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $687,602 | 21,157 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $585,908 | 19,635 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $357,159 | 13,493 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $363,552 | 13,445 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $339,433 | 13,610 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $258,476 | 12,658 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $229,695 | 10,291 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||