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 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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Integrated Advisors Network's CGDV Position: Q2 2026 in Review

Integrated Advisors Network increased its Capital Group Dividend Value ETF (CGDV) stake by 9.6% in Q2 2026, buying an estimated $101K and bringing the position to 24,454 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #290.

Integrated Advisors Network first reported a position in CGDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q4 2025. 778 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Integrated Advisors Network held 24,454 shares of Capital Group Dividend Value ETF worth $1.21M as of Q2 2026.
Integrated Advisors Network bought 2,145 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $101K.
Capital Group Dividend Value ETF made up 0.06% of Integrated Advisors Network's portfolio in Q2 2026, its #290 holding.
Integrated Advisors Network first reported a position in Capital Group Dividend Value ETF in Q3 2025 and has held it in 4 quarters since.
Integrated Advisors Network's Capital Group Dividend Value ETF position peaked at $1.48M in Q4 2025.
778 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.