Next Level Wealth Planning’s Capital Group Dividend Value ETF CGDV Stock Holding History

Next Level Wealth Planning’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	$118K	Buy	+2,422	New	+$120K	0.05%	99

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

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Next Level Wealth Planning's CGDV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 2,422 shares worth $118K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings.

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

Next Level Wealth Planning held 2,422 shares of Capital Group Dividend Value ETF worth $118K as of Q3 2026.
Capital Group Dividend Value ETF was a new Next Level Wealth Planning position in Q3 2026.
Capital Group Dividend Value ETF made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #99 holding.
501 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.