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Pension & Wealth Management Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Pension & Wealth Management 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
Q2 		$218K Buy
+4,418
New +$208K 0.06% 175

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pension & Wealth Management Advisors's CGDV Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 4,418 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #175 among its holdings.

749 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Pension & Wealth Management Advisors held 4,418 shares of Capital Group Dividend Value ETF worth $218K as of Q2 2026.
  • Capital Group Dividend Value ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Capital Group Dividend Value ETF made up 0.06% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #175 holding.
  • 749 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.