Kingsview Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Kingsview 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
2026 Q2	$24.8M	Buy	502,557 +14,503	+3%	+$683K	0.3%	54
2026 Q1	$20.8M	Buy	488,054 +33,395	+7%	+$1.48M	0.28%	64
2025 Q4	$19.8M	Buy	454,659 +110,016	+32%	+$4.72M	0.29%	66
2025 Q3	$14.5M	Buy	344,643 +214,474	+165%	+$8.82M	0.22%	85
2025 Q2	$5.14M	Buy	130,169 +77,965	+149%	+$2.83M	0.09%	239
2025 Q1	$1.86M	Sell	52,204 -1,162	-2%	-$42.2K	0.04%	403
2024 Q4	$1.88M	Buy	53,366 +2,414	+5%	+$87.8K	0.04%	401
2024 Q3	$1.86M	Buy	50,952 +3,443	+7%	+$120K	0.04%	389
2024 Q2	$1.57M	Buy	47,509 +29,939	+170%	+$975K	0.04%	402
2024 Q1	$571K	Buy	17,570 +1,375	+8%	+$42.3K	0.01%	634
2023 Q4	$483K	Sell	16,195 -1,464	-8%	-$40.4K	0.01%	640
2023 Q3	$467K	Buy	+17,659	New	+$483K	0.02%	629

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

Kingsview Wealth Management's CGDV Position: Q2 2026 in Review

Kingsview Wealth Management increased its Capital Group Dividend Value ETF (CGDV) stake by 3% in Q2 2026, buying an estimated $683K and bringing the position to 502,557 shares worth $24.8M. The position accounts for 0.3% of the portfolio, ranked #54.

Kingsview Wealth Management first reported a position in CGDV in Q3 2023 and has held it in 12 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Kingsview Wealth Management held 502,557 shares of Capital Group Dividend Value ETF worth $24.8M as of Q2 2026.
Kingsview Wealth Management bought 14,503 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $683K.
Capital Group Dividend Value ETF made up 0.3% of Kingsview Wealth Management's portfolio in Q2 2026, its #54 holding.
Kingsview Wealth Management first reported a position in Capital Group Dividend Value ETF in Q3 2023 and has held it in 12 quarters since.
777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.