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

Altus Wealth Group’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 		$3.7M Buy
75,132
+11,020
+17% +$519K 1.34% 15
2026
Q1 		$2.73M Buy
64,112
+20,892
+48% +$928K 1.12% 17
2025
Q4 		$1.89M Buy
43,220
+29,150
+207% +$1.25M 0.75% 28
2025
Q3 		$591K Buy
+14,070
New +$578K 0.24% 76

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 $43.3B AUM 29.3% 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

Altus Wealth Group's CGDV Position: Q2 2026 in Review

Altus Wealth Group increased its Capital Group Dividend Value ETF (CGDV) stake by 17% in Q2 2026, buying an estimated $519K and bringing the position to 75,132 shares worth $3.7M. The position accounts for 1.34% of the portfolio, ranked #15.

Altus Wealth Group first reported a position in CGDV in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Altus Wealth Group held 75,132 shares of Capital Group Dividend Value ETF worth $3.7M as of Q2 2026.
  • Altus Wealth Group bought 11,020 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $519K.
  • Capital Group Dividend Value ETF made up 1.34% of Altus Wealth Group's portfolio in Q2 2026, its #15 holding.
  • Altus Wealth Group first reported a position in Capital Group Dividend Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

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