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Armstrong Advisory Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Armstrong Advisory 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
2025
Q3 		– Sell
-53
Closed -$2.1K – 953
2025
Q2 		$2.1K Sell
53
-47
-47% -$1.7K ﹤0.01% 837
2025
Q1 		$3.53K Hold
100
– – ﹤0.01% 732
2024
Q4 		$3.53K Buy
+100
New +$3.64K ﹤0.01% 732

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Armstrong Advisory Group's CGDV Position: Q3 2025 in Review

Armstrong Advisory Group sold out of Capital Group Dividend Value ETF (CGDV) in Q3 2025, closing a stake of 53 shares — an estimated $2.1K sold.

Armstrong Advisory Group first reported a position in CGDV in Q4 2024 and held it in 3 quarters. The position peaked at $3.53K in Q1 2025. 585 funds tracked by Wall St. Rank hold CGDV as of Q3 2025.

  • Armstrong Advisory Group reported no remaining Capital Group Dividend Value ETF position as of Q3 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 53 Capital Group Dividend Value ETF shares in Q3 2025, an estimated $2.1K.
  • Armstrong Advisory Group first reported a position in Capital Group Dividend Value ETF in Q4 2024 and held it in 3 quarters.
  • Armstrong Advisory Group's Capital Group Dividend Value ETF position peaked at $3.53K in Q1 2025.
  • 585 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2025.

Based on Armstrong Advisory Group's 13F filing for Q3 2025, filed 8 Oct 2025.