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Blom & Howell Financial Planning’s Capital Group Dividend Value ETF CGDV Stock Holding History

Blom & Howell Financial Planning’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 		$8.76M Buy
177,695
+18,881
+12% +$889K 7.29% 4
2026
Q1 		$6.76M Buy
158,814
+16,919
+12% +$752K 6.63% 4
2025
Q4 		$6.19M Buy
+141,895
New +$6.09M 6.15% 3

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Blom & Howell Financial Planning's CGDV Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Capital Group Dividend Value ETF (CGDV) stake by 12% in Q2 2026, buying an estimated $889K and bringing the position to 177,695 shares worth $8.76M. The position accounts for 7.29% of the portfolio, ranked #4.

Blom & Howell Financial Planning first reported a position in CGDV in Q4 2025 and has held it in 3 quarters since. 776 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Blom & Howell Financial Planning held 177,695 shares of Capital Group Dividend Value ETF worth $8.76M as of Q2 2026.
  • Blom & Howell Financial Planning bought 18,881 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $889K.
  • Capital Group Dividend Value ETF made up 7.29% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Blom & Howell Financial Planning first reported a position in Capital Group Dividend Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 776 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.