Signature Equity Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History

Signature Equity 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	$111K	Sell	2,248 -447	-17%	-$21K	0.05%	279
2026 Q1	$115K	Buy	+2,695	New	+$120K	0.06%	265

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

Signature Equity Partners's CGDV Position: Q2 2026 in Review

Signature Equity Partners reduced its Capital Group Dividend Value ETF (CGDV) stake by 17% in Q2 2026, selling an estimated $21K and leaving 2,248 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #279.

Signature Equity Partners first reported a position in CGDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $115K in Q1 2026. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Signature Equity Partners held 2,248 shares of Capital Group Dividend Value ETF worth $111K as of Q2 2026.
Signature Equity Partners sold 447 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $21K.
Capital Group Dividend Value ETF made up 0.05% of Signature Equity Partners's portfolio in Q2 2026, its #279 holding.
Signature Equity Partners first reported a position in Capital Group Dividend Value ETF in Q1 2026 and has held it in 2 quarters since.
Signature Equity Partners's Capital Group Dividend Value ETF position peaked at $115K in Q1 2026.
777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.