Accel Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Accel Wealth Management’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	$8.77M	Buy	179,454 +20,887	+13%	+$1.04M	1.89%	9
2026 Q2	$7.81M	Buy	158,567 +4,779	+3%	+$225K	1.76%	8
2026 Q1	$6.54M	Buy	153,788 +17,522	+13%	+$778K	1.71%	10
2025 Q4	$5.95M	Buy	136,266 +14,599	+12%	+$627K	1.63%	13
2025 Q3	$5.11M	Buy	121,667 +58,034	+91%	+$2.39M	1.49%	14
2025 Q2	$2.51M	Buy	63,633 +11,021	+21%	+$399K	0.84%	29
2025 Q1	$1.88M	Buy	52,612 +11,195	+27%	+$407K	0.68%	42
2024 Q4	$1.46M	Buy	41,417 +23,124	+126%	+$841K	0.55%	52
2024 Q3	$667K	Buy	18,293 +5,103	+39%	+$177K	0.25%	104
2024 Q2	$435K	Buy	13,190 +1,662	+14%	+$54.1K	0.17%	123
2024 Q1	$375K	Buy	11,528 +2,014	+21%	+$61.9K	0.16%	134
2023 Q4	$284K	Sell	9,514 -71	-0.7%	-$1.96K	0.14%	148
2023 Q3	$254K	Buy	+9,585	New	+$262K	0.14%	138

Other funds holding CGDV

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Accel Wealth Management's CGDV Position: Q3 2026 in Review

Accel Wealth Management increased its Capital Group Dividend Value ETF (CGDV) stake by 13% in Q3 2026, buying an estimated $1.04M and bringing the position to 179,454 shares worth $8.77M. The position accounts for 1.89% of the portfolio, ranked #9.

Accel Wealth Management first reported a position in CGDV in Q3 2023 and has held it in 13 quarters since. 309 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

Accel Wealth Management held 179,454 shares of Capital Group Dividend Value ETF worth $8.77M as of Q3 2026.
Accel Wealth Management bought 20,887 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $1.04M.
Capital Group Dividend Value ETF made up 1.89% of Accel Wealth Management's portfolio in Q3 2026, its #9 holding.
Accel Wealth Management first reported a position in Capital Group Dividend Value ETF in Q3 2023 and has held it in 13 quarters since.
309 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.