Milestone Investment Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1967018
MIDDLETON, WI
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,687,345
+$1,135,620 QoQ
Shares Held
135,701
+4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
28.05%
of 13F equity value
Holder Rank
#85
of 204 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,687,345 | 135,701 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,551,725 | 130,506 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,092,220 | 116,687 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,584,360 | 85,281 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,377,105 | 85,518 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,314,805 | 93,008 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,425,253 | 68,782 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,335,403 | 64,089 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,454,244 | 44,068 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,620 | 296 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||