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EQ WEALTH ADVISORS, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 2047572 DALLAS, TX

Position in CGDV

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$3,453,992
+$740,152 QoQ
Shares Held
81,194
+30.6% QoQ
Ownership
of shares outstanding
% of Portfolio
5.11%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
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
2026-03-31 $3,453,992 81,194
2025-12-31 $2,713,840 62,187
2025-09-30 $1,685,318 40,098
2025-06-30 $1,377,648 34,886
2025-03-31 $56,275 1,579