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Bouvel Investment Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History

Bouvel Investment Partners’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 		$14.4M Buy
292,611
+18,109
+7% +$853K 3.26% 4
2026
Q1 		$11.7M Sell
274,502
-6,186
-2% -$275K 3.39% 3
2025
Q4 		$12.2M Buy
280,688
+19,387
+7% +$832K 3.53% 4
2025
Q3 		$11M Sell
261,301
-8,653
-3% -$356K 3.36% 5
2025
Q2 		$10.7M Buy
+269,954
New +$9.78M 3.61% 5

Other funds holding CGDV

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bouvel Investment Partners's CGDV Position: Q2 2026 in Review

Bouvel Investment Partners increased its Capital Group Dividend Value ETF (CGDV) stake by 6.6% in Q2 2026, buying an estimated $853K and bringing the position to 292,611 shares worth $14.4M. The position accounts for 3.26% of the portfolio, ranked #4.

Bouvel Investment Partners first reported a position in CGDV in Q2 2025 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Bouvel Investment Partners held 292,611 shares of Capital Group Dividend Value ETF worth $14.4M as of Q2 2026.
  • Bouvel Investment Partners bought 18,109 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $853K.
  • Capital Group Dividend Value ETF made up 3.26% of Bouvel Investment Partners's portfolio in Q2 2026, its #4 holding.
  • Bouvel Investment Partners first reported a position in Capital Group Dividend Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 262 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.