ZEGA Investments, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2045703
Palm Beach Gardens, FL
Position in CGDV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,898,815
-$106,443 QoQ
Shares Held
44,636
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,898,815 | 44,636 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,005,258 | 45,950 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||