Ergawealth Advisors, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1973209
OAK BROOK, IL
Position in CGDV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$26,970,955
+$666,902 QoQ
Shares Held
634,014
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
25.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,970,955 | 634,014 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $26,304,053 | 602,751 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $24,327,300 | 578,808 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $22,435,888 | 568,141 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,408,866 | 544,581 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,074,628 | 512,610 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,663,342 | 484,724 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $15,469,839 | 468,783 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $16,089,937 | 495,075 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $14,960,731 | 501,365 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,931,716 | 526,321 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $14,852,612 | 549,283 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $12,328,590 | 494,330 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $9,814,289 | 416,036 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||