Tradition Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
Other funds holding CGDV
Tradition Wealth Management's CGDV Position: Q2 2026 in Review
Tradition Wealth Management increased its Capital Group Dividend Value ETF (CGDV) stake by 1.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 31,548 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #172.
Tradition Wealth Management first reported a position in CGDV in Q4 2022 and has held it in 15 quarters since. 778 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.
- Tradition Wealth Management held 31,548 shares of Capital Group Dividend Value ETF worth $1.55M as of Q2 2026.
- Tradition Wealth Management bought 344 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $16.2K.
- Capital Group Dividend Value ETF made up 0.1% of Tradition Wealth Management's portfolio in Q2 2026, its #172 holding.
- Tradition Wealth Management first reported a position in Capital Group Dividend Value ETF in Q4 2022 and has held it in 15 quarters since.
- 778 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.
Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.