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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
Q2 		$4.93M Buy
100,128
+28,956
+41% +$1.36M 0.9% 13
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Landaas & Company's CGDV Position: Q2 2026 in Review

Landaas & Company increased its Capital Group Dividend Value ETF (CGDV) stake by 41% in Q2 2026, buying an estimated $1.36M and bringing the position to 100,128 shares worth $4.93M. The position accounts for 0.9% of the portfolio, ranked #13.

Landaas & Company first reported a position in CGDV in Q2 2025 and has held it in 5 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Landaas & Company held 100,128 shares of Capital Group Dividend Value ETF worth $4.93M as of Q2 2026.
  • Landaas & Company bought 28,956 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $1.36M.
  • Capital Group Dividend Value ETF made up 0.9% of Landaas & Company's portfolio in Q2 2026, its #13 holding.
  • Landaas & Company first reported a position in Capital Group Dividend Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.