Kingswood Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Kingswood Wealth Advisors’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	$6.22M	Buy	126,267 +6,089	+5%	+$287K	0.25%	95
2026 Q1	$5.11M	Buy	120,178 +41,627	+53%	+$1.85M	0.24%	95
2025 Q4	$3.43M	Buy	+78,551	New	+$3.37M	0.17%	140

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

Kingswood Wealth Advisors's CGDV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Capital Group Dividend Value ETF (CGDV) stake by 5.1% in Q2 2026, buying an estimated $287K and bringing the position to 126,267 shares worth $6.22M. The position accounts for 0.25% of the portfolio, ranked #95.

Kingswood Wealth Advisors first reported a position in CGDV in Q4 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Kingswood Wealth Advisors held 126,267 shares of Capital Group Dividend Value ETF worth $6.22M as of Q2 2026.
Kingswood Wealth Advisors bought 6,089 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $287K.
Capital Group Dividend Value ETF made up 0.25% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Kingswood Wealth Advisors first reported a position in Capital Group Dividend Value ETF in Q4 2025 and has held it in 3 quarters since.
777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.