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Obsidian Personal Planning Solutions’s Capital Group Dividend Value ETF CGDV Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$509K Buy
11,924
+475
+4% +$19.5K 0.18% 51
2025
Q2 		$452K Buy
11,449
+1,274
+13% +$46.2K 0.18% 51
2025
Q1 		$356K Hold
10,175
– – 0.16% 56
2024
Q4 		$374K Buy
10,175
+960
+10% +$34.9K 0.18% 54
2024
Q3 		$331K Hold
9,215
– – 0.17% 57
2024
Q2 		$304K Hold
9,215
– – 0.19% 64
2024
Q1 		$292K Buy
+9,215
New +$283K 0.19% 64

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Obsidian Personal Planning Solutions's CGDV Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Capital Group Dividend Value ETF (CGDV) stake by 4.1% in Q3 2025, buying an estimated $19.5K and bringing the position to 11,924 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #51.

Obsidian Personal Planning Solutions first reported a position in CGDV in Q1 2024 and has held it in 7 quarters since. 585 funds tracked by Wall St. Rank hold CGDV as of Q3 2025.

  • Obsidian Personal Planning Solutions held 11,924 shares of Capital Group Dividend Value ETF worth $509K as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 475 Capital Group Dividend Value ETF shares in Q3 2025, an estimated $19.5K.
  • Capital Group Dividend Value ETF made up 0.18% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #51 holding.
  • Obsidian Personal Planning Solutions first reported a position in Capital Group Dividend Value ETF in Q1 2024 and has held it in 7 quarters since.
  • 585 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.