Certior Financial Group
CGDV icon

Certior Financial Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Certior Financial 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
Q3 		$4.28M Buy
87,644
+230
+0.3% +$11.4K 2.32% 10
2026
Q2 		$4.31M Buy
87,414
+1,499
+2% +$70.6K 2.36% 8
2026
Q1 		$3.65M Buy
85,915
+8,913
+12% +$396K 2.33% 8
2025
Q4 		$3.36M Buy
77,002
+1,688
+2% +$72.5K 2.27% 10
2025
Q3 		$3.17M Buy
75,314
+12,661
+20% +$520K 2.1% 11
2025
Q2 		$2.47M Sell
62,653
-3,063
-5% -$111K 1.84% 17
2025
Q1 		$2.34M Buy
65,716
+3,902
+6% +$142K 1.89% 16
2024
Q4 		$2.18M Buy
+61,814
New +$2.25M 1.89% 13

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Certior Financial Group's CGDV Position: Q3 2026 in Review

Certior Financial Group increased its Capital Group Dividend Value ETF (CGDV) stake by 0.26% in Q3 2026, buying an estimated $11.4K and bringing the position to 87,644 shares worth $4.28M. The position accounts for 2.32% of the portfolio, ranked #10.

Certior Financial Group first reported a position in CGDV in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.31M in Q2 2026. 587 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • Certior Financial Group held 87,644 shares of Capital Group Dividend Value ETF worth $4.28M as of Q3 2026.
  • Certior Financial Group bought 230 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $11.4K.
  • Capital Group Dividend Value ETF made up 2.32% of Certior Financial Group's portfolio in Q3 2026, its #10 holding.
  • Certior Financial Group first reported a position in Capital Group Dividend Value ETF in Q4 2024 and has held it in 8 quarters since.
  • Certior Financial Group's Capital Group Dividend Value ETF position peaked at $4.31M in Q2 2026.
  • 587 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.