Downshift Financial’s Capital Group Dividend Value ETF CGDV Stock Holding History

Downshift Financial’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
2026 Q3	$12.5K	Buy	+256	New	+$12.7K	0.01%	290

Other funds holding CGDV

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Downshift Financial's CGDV Position: Q3 2026 in Review

Downshift Financial opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 256 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings.

211 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

Downshift Financial held 256 shares of Capital Group Dividend Value ETF worth $12.5K as of Q3 2026.
Capital Group Dividend Value ETF was a new Downshift Financial position in Q3 2026.
Capital Group Dividend Value ETF made up 0.01% of Downshift Financial's portfolio in Q3 2026, its #290 holding.
211 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.