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Sovran Advisors, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 2051471 SAN DIEGO, CA

Position in CGDV

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$14,431,482
-$481,440 QoQ
Shares Held
339,245
-0.7% QoQ
Ownership
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $14,431,482 339,245
2025-12-31 $14,912,922 341,726
2025-09-30 $15,414,796 366,757
2025-06-30 $11,824,490 299,430
2025-03-31 $7,201,917 202,074
2024-12-31 $5,587,229 158,458