Gutierrez Wealth Advisory, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1965923
LITTLE ROCK, AR
Position in CGDV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$14,127,703
-$51,674 QoQ
Shares Held
332,104
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,127,703 | 332,104 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,179,377 | 324,917 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,542,379 | 346,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,543,173 | 342,952 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,100,514 | 367,579 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,325,943 | 349,573 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||