VICTORY FINANCIAL GROUP, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2011333
AUSTIN, TX
Position in CGDV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,512,600
-$87,710 QoQ
Shares Held
106,079
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,512,600 | 106,079 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,600,310 | 105,415 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,451,525 | 58,328 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $868,661 | 21,997 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $492,366 | 13,815 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $371,358 | 10,532 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||