United Advisor Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2004873
CINCINNATI, OH
Position in CGDV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$475,256
-$13,992 QoQ
Shares Held
11,172
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $475,256 | 11,172 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $489,248 | 11,211 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $494,062 | 11,755 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $354,462 | 8,976 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $306,575 | 8,602 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $272,383 | 7,725 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $347,929 | 9,548 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $238,458 | 7,226 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||