Fearless Solutions (Best Invest)’s Capital Group Dividend Value ETF CGDV Stock Holding History

Fearless Solutions (Best Invest)’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 Q2	$5.61M	Buy	113,817 +9,497	+9%	+$447K	2.96%	8
2026 Q1	$4.44M	Buy	104,320 +362	+0.3%	+$16.1K	2.68%	9
2025 Q4	$4.54M	Buy	103,958 +2,116	+2%	+$90.9K	2.75%	9
2025 Q3	$4.28M	Buy	101,842 +7,285	+8%	+$299K	2.74%	10
2025 Q2	$3.73M	Buy	94,557 +13,638	+17%	+$494K	2.61%	11
2025 Q1	$2.88M	Buy	80,919 +9,866	+14%	+$358K	2.24%	13
2024 Q4	$2.51M	Buy	+71,053	New	+$2.59M	1.91%	14

Other funds holding CGDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fearless Solutions (Best Invest)'s CGDV Position: Q2 2026 in Review

Fearless Solutions (Best Invest) increased its Capital Group Dividend Value ETF (CGDV) stake by 9.1% in Q2 2026, buying an estimated $447K and bringing the position to 113,817 shares worth $5.61M. The position accounts for 2.96% of the portfolio, ranked #8.

Fearless Solutions (Best Invest) first reported a position in CGDV in Q4 2024 and has held it in 7 quarters since. 533 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Fearless Solutions (Best Invest) held 113,817 shares of Capital Group Dividend Value ETF worth $5.61M as of Q2 2026.
Fearless Solutions (Best Invest) bought 9,497 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $447K.
Capital Group Dividend Value ETF made up 2.96% of Fearless Solutions (Best Invest)'s portfolio in Q2 2026, its #8 holding.
Fearless Solutions (Best Invest) first reported a position in Capital Group Dividend Value ETF in Q4 2024 and has held it in 7 quarters since.
533 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Fearless Solutions (Best Invest)'s 13F filing for Q2 2026, filed 22 Jul 2026.