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CALTON & ASSOCIATES, INC.

Position in CGDV — Capital Group Dividend Value ETF

CIK 822648 Tampa, FL

Position in CGDV

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$2,558,610
-$434,657 QoQ
Shares Held
60,146
-12.3% QoQ
Ownership
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,558,610 60,146
2025-12-31 $2,993,267 68,590
2025-09-30 $2,020,382 48,070
2025-06-30 $1,245,554 31,541
2025-03-31 $930,310 26,103
2024-12-31 $402,175 11,406
2024-09-30 $903,784 24,802
2024-06-30 $305,514 9,258