Clear Point Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
Other funds holding CGDV
Clear Point Advisors's CGDV Position: Q2 2026 in Review
Clear Point Advisors increased its Capital Group Dividend Value ETF (CGDV) stake by 3.4% in Q2 2026, buying an estimated $103K and bringing the position to 65,627 shares worth $3.23M. The position accounts for 2.87% of the portfolio, ranked #9.
Clear Point Advisors first reported a position in CGDV in Q4 2023 and has held it in 11 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.
- Clear Point Advisors held 65,627 shares of Capital Group Dividend Value ETF worth $3.23M as of Q2 2026.
- Clear Point Advisors bought 2,180 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $103K.
- Capital Group Dividend Value ETF made up 2.87% of Clear Point Advisors's portfolio in Q2 2026, its #9 holding.
- Clear Point Advisors first reported a position in Capital Group Dividend Value ETF in Q4 2023 and has held it in 11 quarters since.
- 777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.
Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.