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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Riverview Capital Advisers's CGDV Position: Q1 2026 in Review

Riverview Capital Advisers increased its Capital Group Dividend Value ETF (CGDV) stake by 188% in Q1 2026, buying an estimated $4.59M and bringing the position to 158,014 shares worth $6.72M. The position accounts for 2.24% of the portfolio, ranked #16.

Riverview Capital Advisers first reported a position in CGDV in Q2 2024 and has held it in 8 quarters since. 730 funds tracked by Wall St. Rank hold CGDV as of Q1 2026.

Riverview Capital Advisers held 158,014 shares of Capital Group Dividend Value ETF worth $6.72M as of Q1 2026.
Riverview Capital Advisers bought 103,201 Capital Group Dividend Value ETF shares in Q1 2026, an estimated $4.59M.
Capital Group Dividend Value ETF made up 2.24% of Riverview Capital Advisers's portfolio in Q1 2026, its #16 holding.
Riverview Capital Advisers first reported a position in Capital Group Dividend Value ETF in Q2 2024 and has held it in 8 quarters since.
730 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.