Retireful LLC
CGDV icon

Retireful LLC’s Capital Group Dividend Value ETF CGDV Stock Holding History

Retireful LLC’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
Q3 		– Sell
-8,214
Closed -$404K – 90
2026
Q2 		$404K Sell
8,214
-7,759
-49% -$365K 0.38% 57
2026
Q1 		$691K Buy
+15,973
New +$710K 0.97% 40

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Retireful LLC's CGDV Position: Q3 2026 in Review

Retireful LLC sold out of Capital Group Dividend Value ETF (CGDV) in Q3 2026, closing a stake of 8,214 shares — an estimated $404K sold.

Retireful LLC first reported a position in CGDV in Q1 2026 and held it in 2 quarters. The position peaked at $691K in Q1 2026. 577 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • Retireful LLC reported no remaining Capital Group Dividend Value ETF position as of Q3 2026 after selling out during the quarter.
  • Retireful LLC sold 8,214 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $404K.
  • Retireful LLC first reported a position in Capital Group Dividend Value ETF in Q1 2026 and held it in 2 quarters.
  • Retireful LLC's Capital Group Dividend Value ETF position peaked at $691K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.