PCG Wealth Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1905393
OVERLAND PARK, KS
Position in CGDV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$27,539,162
+$21,496,681 QoQ
Shares Held
647,371
+367.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
24.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,539,162 | 647,371 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,042,481 | 138,462 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,086,072 | 97,218 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $406,474 | 11,405 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||