SAGE PRIVATE WEALTH GROUP, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1845635
OAKBROOK TERRACE, IL
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$17,921,293
New position
Shares Held
421,281
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
16.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGDV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,921,293 | 421,281 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||