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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Certior Financial Group's CGDV Position: Q2 2026 in Review

Certior Financial Group increased its Capital Group Dividend Value ETF (CGDV) stake by 1.7% in Q2 2026, buying an estimated $70.6K and bringing the position to 87,414 shares worth $4.31M. The position accounts for 2.36% of the portfolio, ranked #8.

Certior Financial Group first reported a position in CGDV in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Certior Financial Group held 87,414 shares of Capital Group Dividend Value ETF worth $4.31M as of Q2 2026.
Certior Financial Group bought 1,499 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $70.6K.
Capital Group Dividend Value ETF made up 2.36% of Certior Financial Group's portfolio in Q2 2026, its #8 holding.
Certior Financial Group first reported a position in Capital Group Dividend Value ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.