Sugarloaf Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$9.06K	Buy	+257	New	+$9.35K	﹤0.01%	513

Other funds holding CGDV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

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

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

Sugarloaf Wealth Management's CGDV Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Capital Group Dividend Value ETF (CGDV) in Q4 2024: 257 shares worth $9.06K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

460 funds tracked by Wall St. Rank hold CGDV as of Q4 2024.

Sugarloaf Wealth Management held 257 shares of Capital Group Dividend Value ETF worth $9.06K as of Q4 2024.
Capital Group Dividend Value ETF was a new Sugarloaf Wealth Management position in Q4 2024.
Capital Group Dividend Value ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #513 holding.
460 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.