QFP
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Quantum Financial Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History

Quantum Financial Partners’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 		$2.91M Buy
+59,108
New +$2.78M 1.49% 18

Other funds holding CGDV

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Quantum Financial Partners's CGDV Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 59,108 shares worth $2.91M. The stake represents 1.49% of the portfolio and ranks #18 among its holdings.

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

  • Quantum Financial Partners held 59,108 shares of Capital Group Dividend Value ETF worth $2.91M as of Q2 2026.
  • Capital Group Dividend Value ETF was a new Quantum Financial Partners position in Q2 2026.
  • Capital Group Dividend Value ETF made up 1.49% of Quantum Financial Partners's portfolio in Q2 2026, its #18 holding.
  • 206 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.