180 Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

180 Wealth Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Buy	7,794 +41	+0.5%	+$1.93K	0.04%	337
2026 Q1	$330K	Sell	7,753 -100	-1%	-$4.44K	0.04%	344
2025 Q4	$343K	Buy	7,853 +363	+5%	+$15.6K	0.04%	332
2025 Q3	$315K	Sell	7,490 -19	-0.3%	-$781	0.04%	347
2025 Q2	$297K	Buy	7,509 +161	+2%	+$5.84K	0.04%	339
2025 Q1	$263K	Buy	7,348 +371	+5%	+$13.5K	0.04%	343
2024 Q4	$246K	Buy	6,977 +143	+2%	+$5.2K	0.04%	347
2024 Q3	$249K	Buy	+6,834	New	+$237K	0.04%	368

Other funds holding CGDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

180 Wealth Advisors's CGDV Position: Q2 2026 in Review

180 Wealth Advisors increased its Capital Group Dividend Value ETF (CGDV) stake by 0.53% in Q2 2026, buying an estimated $1.93K and bringing the position to 7,794 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #337.

180 Wealth Advisors first reported a position in CGDV in Q3 2024 and has held it in 8 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

180 Wealth Advisors held 7,794 shares of Capital Group Dividend Value ETF worth $384K as of Q2 2026.
180 Wealth Advisors bought 41 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $1.93K.
Capital Group Dividend Value ETF made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #337 holding.
180 Wealth Advisors first reported a position in Capital Group Dividend Value ETF in Q3 2024 and has held it in 8 quarters since.
777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.