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Israel Englander’s Capital Group Dividend Value ETF CGDV Stock Holding History

Israel Englander’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
Q4 		– Sell
-7,690
Closed -$280K – 6002
2024
Q3 		$280K Buy
+7,690
New +$267K ﹤0.01% 5234
2024
Q2 		– Sell
-65,487
Closed -$2.13M – 5945
2024
Q1 		$2.13M Buy
65,487
+51,557
+370% +$1.58M ﹤0.01% 3680
2023
Q4 		$416K Buy
+13,930
New +$384K ﹤0.01% 4755

Other funds holding CGDV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Israel Englander's CGDV Position: Q4 2024 in Review

Israel Englander sold out of Capital Group Dividend Value ETF (CGDV) in Q4 2024, closing a stake of 7,690 shares — an estimated $280K sold.

Israel Englander first reported a position in CGDV in Q4 2023 and held it in 3 quarters. The position peaked at $2.13M in Q1 2024. 460 funds tracked by Wall St. Rank hold CGDV as of Q4 2024.

  • Israel Englander reported no remaining Capital Group Dividend Value ETF position as of Q4 2024 after selling out during the quarter.
  • Israel Englander sold 7,690 Capital Group Dividend Value ETF shares in Q4 2024, an estimated $280K.
  • Israel Englander first reported a position in Capital Group Dividend Value ETF in Q4 2023 and held it in 3 quarters.
  • Israel Englander's Capital Group Dividend Value ETF position peaked at $2.13M in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.