Strategic Investment Solutions, Inc. /IL
Position in CGDV — Capital Group Dividend Value ETF
CIK 1960144
ORLAND PARK, IL
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,107,264
+$38,791 QoQ
Shares Held
26,029
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,107,264 | 26,029 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,068,473 | 24,484 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $829,750 | 19,742 | Shares | Sole | 2025-12-03 | |
| 2025-06-30 | $491,724 | 12,452 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $416,521 | 11,687 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $410,670 | 11,647 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $342,170 | 9,390 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 | $252,595 | 8,465 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,428,017 | 205,065 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $88,015 | 3,255 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $213,361 | 8,555 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||