Investment Advisory Services Group LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2099157
Boca Raton, FL
Position in CGDV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,372,321
+$2,997,029 QoQ
Shares Held
149,796
+93.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
34.08%
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 | $6,372,321 | 149,796 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,375,292 | 77,344 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||