Souders Financial Advisors
Position in CGDV — Capital Group Dividend Value ETF
CIK 1811240
CINCINNATI, OH
Position in CGDV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$43,373,613
-$14,290,886 QoQ
Shares Held
1,019,596
-22.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | $43,373,613 | 1,019,596 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $57,664,499 | 1,321,368 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $53,477,711 | 1,272,370 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $51,278,633 | 1,298,522 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,081,703 | 1,208,802 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $34,634,593 | 982,263 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,373,158 | 723,742 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $24,026,640 | 728,080 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $23,210,622 | 714,173 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $20,562,773 | 689,101 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $16,926,506 | 639,460 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $17,644,357 | 652,528 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,714,818 | 630,105 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,141,635 | 557,085 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,254,180 | 208,334 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||