Clearview Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Clearview Wealth Advisors’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
2025 Q4	$11.7M	Sell	267,294 -8,661	-3%	-$372K	7.39%	3
2025 Q3	$11.6M	Buy	275,955 +9,600	+4%	+$395K	7.43%	3
2025 Q2	$10.5M	Buy	266,355 +6,127	+2%	+$222K	7.33%	3
2025 Q1	$9.27M	Sell	260,228 -12,136	-4%	-$441K	6.93%	3
2024 Q4	$9.6M	Buy	272,364 +2,442	+0.9%	+$88.9K	7.3%	3
2024 Q3	$9.84M	Buy	269,922 +33,632	+14%	+$1.17M	7.58%	3
2024 Q2	$7.8M	Buy	+236,290	New	+$7.7M	6.81%	4

Other funds holding CGDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Clearview Wealth Advisors's CGDV Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Capital Group Dividend Value ETF (CGDV) stake by 3.1% in Q4 2025, selling an estimated $372K and leaving 267,294 shares worth $11.7M. The position accounts for 7.39% of the portfolio, ranked #3.

Clearview Wealth Advisors first reported a position in CGDV in Q2 2024 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold CGDV as of Q4 2025.

Clearview Wealth Advisors held 267,294 shares of Capital Group Dividend Value ETF worth $11.7M as of Q4 2025.
Clearview Wealth Advisors sold 8,661 Capital Group Dividend Value ETF shares in Q4 2025, an estimated $372K.
Capital Group Dividend Value ETF made up 7.39% of Clearview Wealth Advisors's portfolio in Q4 2025, its #3 holding.
Clearview Wealth Advisors first reported a position in Capital Group Dividend Value ETF in Q2 2024 and has held it in 7 quarters since.
701 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.