Madison Wealth Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History

Madison Wealth Partners’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	$26.3M	Buy	+619,085	New	+$27.5M	4.2%	7

Other funds holding CGDV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Madison Wealth Partners's CGDV Position: Q1 2026 in Review

Madison Wealth Partners opened a new position in Capital Group Dividend Value ETF (CGDV) in Q1 2026: 619,085 shares worth $26.3M. The stake represents 4.2% of the portfolio and ranks #7 among its holdings.

730 funds tracked by Wall St. Rank hold CGDV as of Q1 2026.

Madison Wealth Partners held 619,085 shares of Capital Group Dividend Value ETF worth $26.3M as of Q1 2026.
Capital Group Dividend Value ETF was a new Madison Wealth Partners position in Q1 2026.
Capital Group Dividend Value ETF made up 4.2% of Madison Wealth Partners's portfolio in Q1 2026, its #7 holding.
730 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.