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

Purkiss Capital 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	$250K	Buy	+5,075	New	+$239K	0.1%	161

Other funds holding CGDV

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Purkiss Capital Advisors's CGDV Position: Q2 2026 in Review

Purkiss Capital Advisors opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 5,075 shares worth $250K. The stake represents 0.1% of the portfolio and ranks #161 among its holdings.

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

Purkiss Capital Advisors held 5,075 shares of Capital Group Dividend Value ETF worth $250K as of Q2 2026.
Capital Group Dividend Value ETF was a new Purkiss Capital Advisors position in Q2 2026.
Capital Group Dividend Value ETF made up 0.1% of Purkiss Capital Advisors's portfolio in Q2 2026, its #161 holding.
374 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.