Riverview Capital Advisers’s Capital Group Dividend Value ETF CGDV Stock Holding History

Riverview Capital Advisers’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	$8.7M	Buy	176,590 +18,576	+12%	+$875K	2.5%	11
2026 Q1	$6.72M	Buy	158,014 +103,201	+188%	+$4.59M	2.24%	16
2025 Q4	$2.39M	Buy	54,813 +5,031	+10%	+$216K	0.72%	36
2025 Q3	$2.09M	Sell	49,782 -1,384	-3%	-$56.9K	0.61%	43
2025 Q2	$2.02M	Buy	51,166 +663	+1%	+$24K	0.58%	48
2025 Q1	$1.8M	Buy	50,503 +21,634	+75%	+$786K	0.57%	46
2024 Q4	$1.02M	Buy	28,869 +3,731	+15%	+$136K	0.31%	55
2024 Q3	$916K	Buy	25,138 +3,117	+14%	+$108K	0.28%	53
2024 Q2	$727K	Buy	+22,021	New	+$717K	0.24%	56

Other funds holding CGDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Riverview Capital Advisers's CGDV Position: Q2 2026 in Review

Riverview Capital Advisers increased its Capital Group Dividend Value ETF (CGDV) stake by 12% in Q2 2026, buying an estimated $875K and bringing the position to 176,590 shares worth $8.7M. The position accounts for 2.5% of the portfolio, ranked #11.

Riverview Capital Advisers first reported a position in CGDV in Q2 2024 and has held it in 9 quarters since. 778 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Riverview Capital Advisers held 176,590 shares of Capital Group Dividend Value ETF worth $8.7M as of Q2 2026.
Riverview Capital Advisers bought 18,576 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $875K.
Capital Group Dividend Value ETF made up 2.5% of Riverview Capital Advisers's portfolio in Q2 2026, its #11 holding.
Riverview Capital Advisers first reported a position in Capital Group Dividend Value ETF in Q2 2024 and has held it in 9 quarters since.
778 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Riverview Capital Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.