CCA
HDV

Cadent Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Cadent Capital Advisors’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$282K Sell
10,088
-12,694
-56% -$365K 0.06% 154
2026
Q2 		$624K Buy
22,782
+5,932
+35% +$161K 0.13% 111
2026
Q1 		$457K Buy
+16,850
New +$449K 0.12% 112

Other funds holding HDV

ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Cadent Capital Advisors's HDV Position: Q3 2026 in Review

Cadent Capital Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 56% in Q3 2026, selling an estimated $365K and leaving 10,088 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #154.

Cadent Capital Advisors first reported a position in HDV in Q1 2026 and has held it in 3 quarters since. The position peaked at $624K in Q2 2026. 47 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Cadent Capital Advisors held 10,088 shares of iShares Core High Dividend ETF worth $282K as of Q3 2026.
  • Cadent Capital Advisors sold 12,694 iShares Core High Dividend ETF shares in Q3 2026, an estimated $365K.
  • iShares Core High Dividend ETF made up 0.06% of Cadent Capital Advisors's portfolio in Q3 2026, its #154 holding.
  • Cadent Capital Advisors first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • Cadent Capital Advisors's iShares Core High Dividend ETF position peaked at $624K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.