Peterson Financial Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Peterson Financial Group’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
2024 Q3	$11.4K	Buy	+313	New	+$10.9K	0.04%	195

Other funds holding CGDV

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peterson Financial Group's CGDV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Capital Group Dividend Value ETF (CGDV) in Q3 2024: 313 shares worth $11.4K. The stake represents 0.04% of the portfolio and ranks #195 among its holdings.

384 funds tracked by Wall St. Rank hold CGDV as of Q3 2024.

Peterson Financial Group held 313 shares of Capital Group Dividend Value ETF worth $11.4K as of Q3 2024.
Capital Group Dividend Value ETF was a new Peterson Financial Group position in Q3 2024.
Capital Group Dividend Value ETF made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #195 holding.
384 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.