Clear Point Advisors Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2010474
MELVILLE, NY
Position in CGDV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$2,699,035
-$117,665 QoQ
Shares Held
63,447
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,699,035 | 63,447 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,816,700 | 64,544 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,412,648 | 57,403 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,116,979 | 53,608 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,555,436 | 43,643 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,558,139 | 44,190 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,501,947 | 41,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,318,647 | 39,959 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,205,750 | 37,100 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,089,667 | 36,517 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||