Westside Investment Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Westside Investment 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
2026 Q2	$2.11M	Buy	42,803 +3,352	+8%	+$158K	0.28%	93
2026 Q1	$1.68M	Buy	39,451 +14,200	+56%	+$631K	0.26%	99
2025 Q4	$1.1M	Buy	25,251 +4,324	+21%	+$186K	0.18%	119
2025 Q3	$880K	Buy	20,927 +5,547	+36%	+$228K	0.14%	137
2025 Q2	$607K	Buy	15,380 +5,565	+57%	+$202K	0.11%	152
2025 Q1	$350K	Buy	9,815 +5,915	+152%	+$215K	0.07%	186
2024 Q4	$138K	Buy	3,900 +3,670	+1,596%	+$134K	0.03%	271
2024 Q3	$8.38K	Buy	230 +30	+15%	+$1.04K	﹤0.01%	707
2024 Q2	$6.6K	Buy	+200	New	+$6.52K	﹤0.01%	720

Other funds holding CGDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Westside Investment Management's CGDV Position: Q2 2026 in Review

Westside Investment Management increased its Capital Group Dividend Value ETF (CGDV) stake by 8.5% in Q2 2026, buying an estimated $158K and bringing the position to 42,803 shares worth $2.11M. The position accounts for 0.28% of the portfolio, ranked #93.

Westside Investment Management first reported a position in CGDV in Q2 2024 and has held it in 9 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Westside Investment Management held 42,803 shares of Capital Group Dividend Value ETF worth $2.11M as of Q2 2026.
Westside Investment Management bought 3,352 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $158K.
Capital Group Dividend Value ETF made up 0.28% of Westside Investment Management's portfolio in Q2 2026, its #93 holding.
Westside Investment Management first reported a position in Capital Group Dividend Value ETF in Q2 2024 and has held it in 9 quarters since.
777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.