BJL
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Brighton Jones LLC’s Capital Group Dividend Value ETF CGDV Stock Holding History

Brighton Jones LLC’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 		$530K Sell
10,748
-2,060
-16% -$97K 0.01% 768
2026
Q1 		$545K Buy
+12,808
New +$569K 0.01% 664

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brighton Jones LLC's CGDV Position: Q2 2026 in Review

Brighton Jones LLC reduced its Capital Group Dividend Value ETF (CGDV) stake by 16% in Q2 2026, selling an estimated $97K and leaving 10,748 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #768.

Brighton Jones LLC first reported a position in CGDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $545K in Q1 2026. 676 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Brighton Jones LLC held 10,748 shares of Capital Group Dividend Value ETF worth $530K as of Q2 2026.
  • Brighton Jones LLC sold 2,060 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $97K.
  • Capital Group Dividend Value ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #768 holding.
  • Brighton Jones LLC first reported a position in Capital Group Dividend Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Brighton Jones LLC's Capital Group Dividend Value ETF position peaked at $545K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.