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 Q2	$12.9K	Buy	+262	New	+$12.3K	﹤0.01%	558

Other funds holding CGDV

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Toth Financial Advisory's CGDV Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 262 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings.

192 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Toth Financial Advisory held 262 shares of Capital Group Dividend Value ETF worth $12.9K as of Q2 2026.
Capital Group Dividend Value ETF was a new Toth Financial Advisory position in Q2 2026.
Capital Group Dividend Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #558 holding.
192 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.