HCM
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Highlander Capital Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Highlander Capital 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
2024
Q1 		$90.7K Buy
+2,790
New +$85.7K 0.03% 305

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Envestnet Asset Management
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CGPCS
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Highlander Capital Management's CGDV Position: Q1 2024 in Review

Highlander Capital Management opened a new position in Capital Group Dividend Value ETF (CGDV) in Q1 2024: 2,790 shares worth $90.7K. The stake represents 0.03% of the portfolio and ranks #305 among its holdings.

306 funds tracked by Wall St. Rank hold CGDV as of Q1 2024.

  • Highlander Capital Management held 2,790 shares of Capital Group Dividend Value ETF worth $90.7K as of Q1 2024.
  • Capital Group Dividend Value ETF was a new Highlander Capital Management position in Q1 2024.
  • Capital Group Dividend Value ETF made up 0.03% of Highlander Capital Management's portfolio in Q1 2024, its #305 holding.
  • 306 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.