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

Integrated Advisors Network’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	$1.37M	Buy	28,063 +3,609	+15%	+$179K	0.06%	267
2026 Q2	$1.21M	Buy	24,454 +2,145	+10%	+$101K	0.06%	290
2026 Q1	$949K	Sell	22,309 -11,681	-34%	-$519K	0.05%	326
2025 Q4	$1.48M	Buy	33,990 +27,529	+426%	+$1.18M	0.07%	278
2025 Q3	$272K	Buy	+6,461	New	+$266K	0.01%	661

Other funds holding CGDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Integrated Advisors Network's CGDV Position: Q3 2026 in Review

Integrated Advisors Network increased its Capital Group Dividend Value ETF (CGDV) stake by 15% in Q3 2026, buying an estimated $179K and bringing the position to 28,063 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #267.

Integrated Advisors Network first reported a position in CGDV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q4 2025. 577 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

Integrated Advisors Network held 28,063 shares of Capital Group Dividend Value ETF worth $1.37M as of Q3 2026.
Integrated Advisors Network bought 3,609 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $179K.
Capital Group Dividend Value ETF made up 0.06% of Integrated Advisors Network's portfolio in Q3 2026, its #267 holding.
Integrated Advisors Network first reported a position in Capital Group Dividend Value ETF in Q3 2025 and has held it in 5 quarters since.
Integrated Advisors Network's Capital Group Dividend Value ETF position peaked at $1.48M in Q4 2025.
577 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.