Center for Financial Planning’s Capital Group Dividend Value ETF CGDV Stock Holding History

Center for 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	$127K	Hold	2,571	–	–	0.01%	215
2026 Q1	$109K	Hold	2,571	–	–	0.01%	222
2025 Q4	$112K	Hold	2,571	–	–	0.01%	214
2025 Q3	$108K	Hold	2,571	–	–	0.01%	222
2025 Q2	$102K	Buy	+2,571	New	+$93.2K	0.01%	217

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

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

Center for Financial Planning's CGDV Position: Q2 2026 in Review

Center for Financial Planning held its Capital Group Dividend Value ETF (CGDV) position steady in Q2 2026 at 2,571 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #215.

Center for Financial Planning 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.

Center for Financial Planning held 2,571 shares of Capital Group Dividend Value ETF worth $127K as of Q2 2026.
Center for Financial Planning left its Capital Group Dividend Value ETF share count unchanged in Q2 2026.
Capital Group Dividend Value ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #215 holding.
Center for Financial Planning 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 Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.