IFS Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

IFS Advisors’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 Q3	$5.21M	Buy	+106,639	New	+$5.3M	1.57%	18

Other funds holding CGDV

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

IFS Advisors's CGDV Position: Q3 2026 in Review

IFS Advisors opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 106,639 shares worth $5.21M. The stake represents 1.57% of the portfolio and ranks #18 among its holdings.

259 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

IFS Advisors held 106,639 shares of Capital Group Dividend Value ETF worth $5.21M as of Q3 2026.
Capital Group Dividend Value ETF was a new IFS Advisors position in Q3 2026.
Capital Group Dividend Value ETF made up 1.57% of IFS Advisors's portfolio in Q3 2026, its #18 holding.
259 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.