Hopwood Financial Services, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2023166
RESTON, VA
Position in CGDV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,762,219
+$182,146 QoQ
Shares Held
41,425
+14.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,762,219 | 41,425 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,580,073 | 36,207 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,045,832 | 24,883 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $205,308 | 5,199 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||