MWM
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Mission Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Mission Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.08M Buy
229,848
+22,431
+11% +$886K 0.19% 66
2025
Q1 		$7.39M Buy
+207,417
New +$7.39M 0.18% 73