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

Modera Wealth 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 Q3	$3.63M	Buy	+74,302	New	+$3.69M	0.04%	213

Other funds holding CGDV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Modera Wealth Management's CGDV Position: Q3 2026 in Review

Modera Wealth Management opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 74,302 shares worth $3.63M. The stake represents 0.04% of the portfolio and ranks #213 among its holdings.

533 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

Modera Wealth Management held 74,302 shares of Capital Group Dividend Value ETF worth $3.63M as of Q3 2026.
Capital Group Dividend Value ETF was a new Modera Wealth Management position in Q3 2026.
Capital Group Dividend Value ETF made up 0.04% of Modera Wealth Management's portfolio in Q3 2026, its #213 holding.
533 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.