Coppell Advisory Solutions Corp’s Capital Group Dividend Value ETF CGDV Stock Holding History

Coppell Advisory Solutions Corp’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
2023 Q1	$865K	Buy	+35,016	New	+$857K	0.28%	90

Other funds holding CGDV

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coppell Advisory Solutions Corp's CGDV Position: Q1 2023 in Review

Coppell Advisory Solutions Corp opened a new position in Capital Group Dividend Value ETF (CGDV) in Q1 2023: 35,016 shares worth $865K. The stake represents 0.28% of the portfolio and ranks #90 among its holdings.

160 funds tracked by Wall St. Rank hold CGDV as of Q1 2023.

Coppell Advisory Solutions Corp held 35,016 shares of Capital Group Dividend Value ETF worth $865K as of Q1 2023.
Capital Group Dividend Value ETF was a new Coppell Advisory Solutions Corp position in Q1 2023.
Capital Group Dividend Value ETF made up 0.28% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #90 holding.
160 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.