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Regatta Research & Money Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Regatta Research & Money 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 		$583K Buy
+11,837
New +$557K 0.55% 42

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Regatta Research & Money Management's CGDV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 11,837 shares worth $583K. The stake represents 0.55% of the portfolio and ranks #42 among its holdings.

643 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Regatta Research & Money Management held 11,837 shares of Capital Group Dividend Value ETF worth $583K as of Q2 2026.
  • Capital Group Dividend Value ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Capital Group Dividend Value ETF made up 0.55% of Regatta Research & Money Management's portfolio in Q2 2026, its #42 holding.
  • 643 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.