Ashton Thomas Private Wealth, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2019663
SCOTTSDALE, AZ
Position in CGDV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,160,600
+$1,059,652 QoQ
Shares Held
144,819
+23.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,160,600 | 144,819 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,100,948 | 116,887 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,304,040 | 102,404 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,747,161 | 69,566 | Shares | Sole | 2025-08-01 | |
| 2024-06-30 | $88,143 | 2,671 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||