PKS Advisory Services’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
Other funds holding CGDV
PKS Advisory Services's CGDV Position: Q2 2026 in Review
PKS Advisory Services increased its Capital Group Dividend Value ETF (CGDV) stake by 8.9% in Q2 2026, buying an estimated $82K and bringing the position to 21,401 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #128.
PKS Advisory Services first reported a position in CGDV in Q3 2025 and has held it in 4 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.
- PKS Advisory Services held 21,401 shares of Capital Group Dividend Value ETF worth $1.05M as of Q2 2026.
- PKS Advisory Services bought 1,742 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $82K.
- Capital Group Dividend Value ETF made up 0.17% of PKS Advisory Services's portfolio in Q2 2026, its #128 holding.
- PKS Advisory Services first reported a position in Capital Group Dividend Value ETF in Q3 2025 and has held it in 4 quarters since.
- 777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.
Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.