KINGSWOOD WEALTH ADVISORS, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1987855
SAN DIEGO, CA
Position in CGDV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,112,372
+$1,684,407 QoQ
Shares Held
120,178
+53.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,112,372 | 120,178 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,427,965 | 78,551 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||