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Atlas Private Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Atlas Private Wealth Advisors’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
Q1 		$603K Buy
14,184
+940
+7% +$41.8K 0.14% 76
2025
Q4 		$578K Buy
13,244
+1,805
+16% +$77.5K 0.14% 74
2025
Q3 		$481K Sell
11,439
-1,753
-13% -$72K 0.12% 82
2025
Q2 		$521K Buy
+13,192
New +$478K 0.07% 118

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atlas Private Wealth Advisors's CGDV Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its Capital Group Dividend Value ETF (CGDV) stake by 7.1% in Q1 2026, buying an estimated $41.8K and bringing the position to 14,184 shares worth $603K. The position accounts for 0.14% of the portfolio, ranked #76.

Atlas Private Wealth Advisors first reported a position in CGDV in Q2 2025 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold CGDV as of Q1 2026.

  • Atlas Private Wealth Advisors held 14,184 shares of Capital Group Dividend Value ETF worth $603K as of Q1 2026.
  • Atlas Private Wealth Advisors bought 940 Capital Group Dividend Value ETF shares in Q1 2026, an estimated $41.8K.
  • Capital Group Dividend Value ETF made up 0.14% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Atlas Private Wealth Advisors first reported a position in Capital Group Dividend Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.