Wealthcare Advisory Partners’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
Other funds holding CGDV
Wealthcare Advisory Partners's CGDV Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Capital Group Dividend Value ETF (CGDV) stake by 3.5% in Q2 2026, selling an estimated $2.18M and leaving 1,259,466 shares worth $62.1M. The position accounts for 1.18% of the portfolio, ranked #14.
Wealthcare Advisory Partners first reported a position in CGDV in Q2 2023 and has held it in 13 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.
- Wealthcare Advisory Partners held 1,259,466 shares of Capital Group Dividend Value ETF worth $62.1M as of Q2 2026.
- Wealthcare Advisory Partners sold 46,243 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $2.18M.
- Capital Group Dividend Value ETF made up 1.18% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #14 holding.
- Wealthcare Advisory Partners first reported a position in Capital Group Dividend Value ETF in Q2 2023 and has held it in 13 quarters since.
- 777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.