Scott Capital Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1905673
PORTLAND, OR
Position in CGDV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$5,670,028
+$573,531 QoQ
Shares Held
133,287
+14.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,670,028 | 133,287 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,096,497 | 116,785 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,795,393 | 90,302 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||