Advyzon Investment Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2011872
LISLE, IL
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,132,148
+$7,382,431 QoQ
Shares Held
530,279
+20.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.59%
of 13F equity value
Holder Rank
#42
of 204 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,132,148 | 530,279 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $18,749,717 | 440,755 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,533,738 | 58,060 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,334,872 | 31,760 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $984,130 | 24,921 | Shares | Other | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||