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Landaas & Company’s Capital Group Dividend Value ETF CGDV Stock Holding History

Landaas & Company’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
Q1 		$3.03M Buy
71,172
+4,266
+6% +$190K 0.66% 14
2025
Q4 		$2.92M Buy
66,906
+40,058
+149% +$1.72M 0.64% 15
2025
Q3 		$1.13M Buy
26,848
+21,579
+410% +$887K 0.26% 31
2025
Q2 		$208K Buy
+5,269
New +$191K 0.05% 111

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Landaas & Company's CGDV Position: Q1 2026 in Review

Landaas & Company increased its Capital Group Dividend Value ETF (CGDV) stake by 6.4% in Q1 2026, buying an estimated $190K and bringing the position to 71,172 shares worth $3.03M. The position accounts for 0.66% of the portfolio, ranked #14.

Landaas & Company first reported a position in CGDV in Q2 2025 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold CGDV as of Q1 2026.

  • Landaas & Company held 71,172 shares of Capital Group Dividend Value ETF worth $3.03M as of Q1 2026.
  • Landaas & Company bought 4,266 Capital Group Dividend Value ETF shares in Q1 2026, an estimated $190K.
  • Capital Group Dividend Value ETF made up 0.66% of Landaas & Company's portfolio in Q1 2026, its #14 holding.
  • Landaas & Company first reported a position in Capital Group Dividend Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2026.

Based on Landaas & Company's 13F filing for Q1 2026, filed 30 Apr 2026.