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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return