Pacific Point Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Pacific Point 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 Q3	$309K	Buy	+6,318	New	+$314K	0.17%	92

Other funds holding CGDV

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Pacific Point Advisors's CGDV Position: Q3 2026 in Review

Pacific Point Advisors opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2026: 6,318 shares worth $309K. The stake represents 0.17% of the portfolio and ranks #92 among its holdings.

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

Pacific Point Advisors held 6,318 shares of Capital Group Dividend Value ETF worth $309K as of Q3 2026.
Capital Group Dividend Value ETF was a new Pacific Point Advisors position in Q3 2026.
Capital Group Dividend Value ETF made up 0.17% of Pacific Point Advisors's portfolio in Q3 2026, its #92 holding.
740 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Pacific Point Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.