Superior Planning, LLC’s Capital Group Dividend Value ETF CGDV Stock Holding History

Superior Planning, LLC’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 Q3	$53K	Buy	+1,084	New	+$53.8K	0.02%	370

Other funds holding CGDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Superior Planning, LLC's CGDV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 1,084 shares worth $53K. The stake represents 0.02% of the portfolio and ranks #370 among its holdings.

646 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

Superior Planning, LLC held 1,084 shares of Capital Group Dividend Value ETF worth $53K as of Q3 2026.
Capital Group Dividend Value ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Dividend Value ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #370 holding.
646 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.