BlueChip Wealth Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2015578
Milton, GA
Position in CGDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,709,603
-$2,649,977 QoQ
Shares Held
110,710
-34.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,709,603 | 110,710 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,359,580 | 168,643 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,928,183 | 164,839 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,071,824 | 153,756 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,063,280 | 114,009 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||