CWG
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Crown Wealth Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Crown Wealth 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
2025
Q3 		– Sell
-5,409
Closed -$214K – 129
2025
Q2 		$214K Buy
+5,409
New +$196K 0.08% 111

Other funds holding CGDV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Crown Wealth Group's CGDV Position: Q3 2025 in Review

Crown Wealth Group sold out of Capital Group Dividend Value ETF (CGDV) in Q3 2025, closing a stake of 5,409 shares — an estimated $214K sold.

Crown Wealth Group first reported a position in CGDV in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 585 funds tracked by Wall St. Rank hold CGDV as of Q3 2025.

  • Crown Wealth Group reported no remaining Capital Group Dividend Value ETF position as of Q3 2025 after selling out during the quarter.
  • Crown Wealth Group sold 5,409 Capital Group Dividend Value ETF shares in Q3 2025, an estimated $214K.
  • Crown Wealth Group first reported a position in Capital Group Dividend Value ETF in Q2 2025 and held it in 1 quarter.
  • Crown Wealth Group's Capital Group Dividend Value ETF position peaked at $214K in Q2 2025.
  • 585 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2025.

Based on Crown Wealth Group's 13F filing for Q3 2025, filed 22 Oct 2025.