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Moneta Group Investment Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Moneta Group Investment Advisors’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 		$470K Buy
11,048
+2,449
+28% +$109K ﹤0.01% 517
2025
Q4 		$375K Buy
+8,599
New +$369K ﹤0.01% 573

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moneta Group Investment Advisors's CGDV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Capital Group Dividend Value ETF (CGDV) stake by 28% in Q1 2026, buying an estimated $109K and bringing the position to 11,048 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Moneta Group Investment Advisors first reported a position in CGDV in Q4 2025 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold CGDV as of Q1 2026.

  • Moneta Group Investment Advisors held 11,048 shares of Capital Group Dividend Value ETF worth $470K as of Q1 2026.
  • Moneta Group Investment Advisors bought 2,449 Capital Group Dividend Value ETF shares in Q1 2026, an estimated $109K.
  • Capital Group Dividend Value ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #517 holding.
  • Moneta Group Investment Advisors first reported a position in Capital Group Dividend Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.