4A
CGDV icon

4Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

4Wealth 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 		$251K Sell
5,092
-30
-0.6% -$1.41K 0.19% 129
2026
Q1 		$212K Buy
5,122
+510
+11% +$22.7K 0.18% 132
2025
Q4 		$201K Buy
+4,612
New +$198K 0.17% 139

Other funds holding CGDV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

4Wealth Advisors's CGDV Position: Q2 2026 in Review

4Wealth Advisors reduced its Capital Group Dividend Value ETF (CGDV) stake by 0.59% in Q2 2026, selling an estimated $1.41K and leaving 5,092 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #129.

4Wealth Advisors first reported a position in CGDV in Q4 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • 4Wealth Advisors held 5,092 shares of Capital Group Dividend Value ETF worth $251K as of Q2 2026.
  • 4Wealth Advisors sold 30 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $1.41K.
  • Capital Group Dividend Value ETF made up 0.19% of 4Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • 4Wealth Advisors first reported a position in Capital Group Dividend Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.