Cornerstone Advisory’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
Other funds holding CGDV
Cornerstone Advisory's CGDV Position: Q3 2026 in Review
Cornerstone Advisory increased its Capital Group Dividend Value ETF (CGDV) stake by 26% in Q3 2026, buying an estimated $2.38M and bringing the position to 230,778 shares worth $11.3M. The position accounts for 0.88% of the portfolio, ranked #26.
Cornerstone Advisory first reported a position in CGDV in Q1 2026 and has held it in 3 quarters since. 509 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.
- Cornerstone Advisory held 230,778 shares of Capital Group Dividend Value ETF worth $11.3M as of Q3 2026.
- Cornerstone Advisory bought 47,867 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $2.38M.
- Capital Group Dividend Value ETF made up 0.88% of Cornerstone Advisory's portfolio in Q3 2026, its #26 holding.
- Cornerstone Advisory first reported a position in Capital Group Dividend Value ETF in Q1 2026 and has held it in 3 quarters since.
- 509 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.
Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.