C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in CGDV — Capital Group Dividend Value ETF
CIK 1965756
Westlake, OH
Position in CGDV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$8,739,885
-$178,865 QoQ
Shares Held
205,451
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | $8,739,885 | 205,451 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $8,918,750 | 204,371 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,498,003 | 202,189 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,171,407 | 105,632 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||