EWM
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Empirical Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Empirical Wealth Management’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
Q2 		– Sell
-6,468
Closed -$231K – 696
2025
Q1 		$231K Buy
+6,468
New +$235K 0.01% 574

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

Empirical Wealth Management's CGDV Position: Q2 2025 in Review

Empirical Wealth Management sold out of Capital Group Dividend Value ETF (CGDV) in Q2 2025, closing a stake of 6,468 shares — an estimated $231K sold.

Empirical Wealth Management first reported a position in CGDV in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 546 funds tracked by Wall St. Rank hold CGDV as of Q2 2025.

  • Empirical Wealth Management reported no remaining Capital Group Dividend Value ETF position as of Q2 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 6,468 Capital Group Dividend Value ETF shares in Q2 2025, an estimated $231K.
  • Empirical Wealth Management first reported a position in Capital Group Dividend Value ETF in Q1 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Capital Group Dividend Value ETF position peaked at $231K in Q1 2025.
  • 546 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.