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J. Arnold Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

J. Arnold Wealth 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
2023
Q4 		$289K Buy
+9,674
New +$267K 0.1% 33

Other funds holding CGDV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J. Arnold Wealth Management's CGDV Position: Q4 2023 in Review

J. Arnold Wealth Management opened a new position in Capital Group Dividend Value ETF (CGDV) in Q4 2023: 9,674 shares worth $289K. The stake represents 0.1% of the portfolio and ranks #33 among its holdings.

267 funds tracked by Wall St. Rank hold CGDV as of Q4 2023.

  • J. Arnold Wealth Management held 9,674 shares of Capital Group Dividend Value ETF worth $289K as of Q4 2023.
  • Capital Group Dividend Value ETF was a new J. Arnold Wealth Management position in Q4 2023.
  • Capital Group Dividend Value ETF made up 0.1% of J. Arnold Wealth Management's portfolio in Q4 2023, its #33 holding.
  • 267 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.