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 Q3	$4.88M	Buy	99,889 +24,757	+33%	+$1.23M	1.83%	12
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Altus Wealth Group's CGDV Position: Q3 2026 in Review

Altus Wealth Group increased its Capital Group Dividend Value ETF (CGDV) stake by 33% in Q3 2026, buying an estimated $1.23M and bringing the position to 99,889 shares worth $4.88M. The position accounts for 1.83% of the portfolio, ranked #12.

Altus Wealth Group first reported a position in CGDV in Q3 2025 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

Altus Wealth Group held 99,889 shares of Capital Group Dividend Value ETF worth $4.88M as of Q3 2026.
Altus Wealth Group bought 24,757 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $1.23M.
Capital Group Dividend Value ETF made up 1.83% of Altus Wealth Group's portfolio in Q3 2026, its #12 holding.
Altus Wealth Group first reported a position in Capital Group Dividend Value ETF in Q3 2025 and has held it in 5 quarters since.
501 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.