Financial Perspectives, Inc
Position in CGDV — Capital Group Dividend Value ETF
CIK 2003287
MINNEAPOLIS, MN
Position in CGDV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$851,353
-$4,732 QoQ
Shares Held
20,013
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $851,353 | 20,013 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $856,085 | 19,617 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $677,481 | 16,119 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $635,867 | 16,102 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $280,771 | 7,878 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $329,575 | 9,347 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $316,700 | 8,691 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $260,898 | 7,906 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $241,735 | 7,438 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $217,682 | 7,295 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $115,012 | 4,345 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $117,218 | 4,335 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $107,815 | 4,323 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $94,076 | 3,988 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $32,712 | 1,602 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $127,246 | 5,701 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $22,739 | 879 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||