Toth Financial Advisory
CGDV icon

Toth Financial Advisory’s Capital Group Dividend Value ETF CGDV Stock Holding History

Toth Financial Advisory’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 		$12.8K Hold
262
– – ﹤0.01% 564
2026
Q2 		$12.9K Buy
+262
New +$12.3K ﹤0.01% 558

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Toth Financial Advisory's CGDV Position: Q3 2026 in Review

Toth Financial Advisory held its Capital Group Dividend Value ETF (CGDV) position steady in Q3 2026 at 262 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Toth Financial Advisory first reported a position in CGDV in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.9K in Q2 2026. 575 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • Toth Financial Advisory held 262 shares of Capital Group Dividend Value ETF worth $12.8K as of Q3 2026.
  • Toth Financial Advisory left its Capital Group Dividend Value ETF share count unchanged in Q3 2026.
  • Capital Group Dividend Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #564 holding.
  • Toth Financial Advisory first reported a position in Capital Group Dividend Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Toth Financial Advisory's Capital Group Dividend Value ETF position peaked at $12.9K in Q2 2026.
  • 575 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.