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

Bridgewealth 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
2026 Q1	$1.8M	Buy	42,427 +4,650	+12%	+$207K	0.37%	40
2025 Q4	$1.65M	Buy	37,777 +4,771	+14%	+$205K	0.36%	46
2025 Q3	$1.39M	Buy	33,006 +7,542	+30%	+$310K	0.32%	46
2025 Q2	$1.01M	Buy	25,464 +2,808	+12%	+$102K	0.26%	49
2025 Q1	$807K	Buy	22,656 +1,625	+8%	+$59K	1.06%	30
2024 Q4	$786K	Buy	21,031 +5,638	+37%	+$205K	0.22%	51
2024 Q3	$561K	Buy	15,393 +7,832	+104%	+$272K	0.2%	51
2024 Q2	$250K	Buy	7,561 +745	+11%	+$24.3K	0.11%	59
2024 Q1	$222K	Buy	+6,816	New	+$209K	0.11%	71

Other funds holding CGDV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bridgewealth Advisory Group's CGDV Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Capital Group Dividend Value ETF (CGDV) stake by 12% in Q1 2026, buying an estimated $207K and bringing the position to 42,427 shares worth $1.8M. The position accounts for 0.37% of the portfolio, ranked #40.

Bridgewealth Advisory Group first reported a position in CGDV in Q1 2024 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold CGDV as of Q1 2026.

Bridgewealth Advisory Group held 42,427 shares of Capital Group Dividend Value ETF worth $1.8M as of Q1 2026.
Bridgewealth Advisory Group bought 4,650 Capital Group Dividend Value ETF shares in Q1 2026, an estimated $207K.
Capital Group Dividend Value ETF made up 0.37% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #40 holding.
Bridgewealth Advisory Group first reported a position in Capital Group Dividend Value ETF in Q1 2024 and has held it in 9 quarters since.
730 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.