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Elm3 Financial Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Elm3 Financial Group’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Buy
33,456
+10,468
+46% +$413K 1.1% 23
2025
Q1 		$819K Buy
22,988
+1,820
+9% +$64.9K 0.72% 34
2024
Q4 		$746K Buy
+21,168
New +$746K 0.64% 39