MPWM ADVISORY SOLUTIONS, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2056693
ALPHARETTA, GA
Position in CGDV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,724
-$2,487 QoQ
Shares Held
35
-64.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 204 holders
Holding Since
Mar 2025
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,724 | 35 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,211 | 99 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,629 | 129 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,379 | 128 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,054 | 128 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,207 | 90 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||