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Intrua Financial, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1812792 Houston, TX

Position in CGDV

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$891,638
+$54,798 QoQ
Shares Held
20,960
+9.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $891,638 20,960
2025-12-31 $836,840 19,176
2025-09-30 $668,697 15,910
2025-06-30 $563,877 14,279
2025-03-31 $443,361 12,440
2024-12-31 $245,339 6,958
2024-09-30 $220,389 6,048