Gradient Investments’s Capital Group Dividend Value ETF CGDV Stock Holding History

Gradient Investments’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	$204K	Buy	+4,131	New	+$195K	﹤0.01%	444
2024 Q1	–	Hold	0	–	–	–	1216

Other funds holding CGDV

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Gradient Investments's CGDV Position: Q2 2026 in Review

Gradient Investments opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 4,131 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings.

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

Gradient Investments held 4,131 shares of Capital Group Dividend Value ETF worth $204K as of Q2 2026.
Capital Group Dividend Value ETF was a new Gradient Investments position in Q2 2026.
Capital Group Dividend Value ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #444 holding.
162 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.