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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Capital Group Dividend Value ETF CGDV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$218K Buy
+4,418
New +$208K 0.06% 175

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CWS
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KAS
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PAG
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FFS
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DADC
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CGDV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 4,418 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #175 among its holdings.

533 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,418 shares of Capital Group Dividend Value ETF worth $218K as of Q2 2026.
  • Capital Group Dividend Value ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • Capital Group Dividend Value ETF made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #175 holding.
  • 533 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.