JDM Financial Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

JDM Financial Group’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
2025 Q4	–	Sell	-424	Closed	-$17.8K	–	258
2025 Q3	$17.8K	Hold	424	–	–	0.01%	143
2025 Q2	$16.7K	Hold	424	–	–	0.01%	140
2025 Q1	$15.1K	Hold	424	–	–	0.01%	140
2024 Q4	$14.9K	Hold	424	–	–	0.01%	145
2024 Q3	$15.5K	Hold	424	–	–	0.01%	140
2024 Q2	$14K	Hold	424	–	–	0.01%	128
2024 Q1	$13.8K	Hold	424	–	–	0.01%	121
2023 Q4	$12.7K	Hold	424	–	–	0.01%	121
2023 Q3	$11.2K	Sell	424 -8	-2%	-$219	0.01%	118
2023 Q2	$11.7K	Sell	432 -3	-0.7%	-$77	0.01%	121
2023 Q1	$10.8K	Buy	435 +56	+15%	+$1.37K	0.01%	130
2022 Q4	$8.94K	Buy	+379	New	+$8.69K	0.01%	138

Other funds holding CGDV

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JDM Financial Group's CGDV Position: Q4 2025 in Review

JDM Financial Group sold out of Capital Group Dividend Value ETF (CGDV) in Q4 2025, closing a stake of 424 shares — an estimated $17.8K sold.

JDM Financial Group first reported a position in CGDV in Q4 2022 and held it in 12 quarters. The position peaked at $17.8K in Q3 2025. 701 funds tracked by Wall St. Rank hold CGDV as of Q4 2025.

JDM Financial Group reported no remaining Capital Group Dividend Value ETF position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 424 Capital Group Dividend Value ETF shares in Q4 2025, an estimated $17.8K.
JDM Financial Group first reported a position in Capital Group Dividend Value ETF in Q4 2022 and held it in 12 quarters.
JDM Financial Group's Capital Group Dividend Value ETF position peaked at $17.8K in Q3 2025.
701 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.