XY Planning Network’s Capital Group Dividend Value ETF CGDV Stock Holding History

XY Planning Network’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	$238K	Buy	+4,837	New	+$228K	0.03%	314

Other funds holding CGDV

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

XY Planning Network's CGDV Position: Q2 2026 in Review

XY Planning Network opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 4,837 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings.

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

XY Planning Network held 4,837 shares of Capital Group Dividend Value ETF worth $238K as of Q2 2026.
Capital Group Dividend Value ETF was a new XY Planning Network position in Q2 2026.
Capital Group Dividend Value ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #314 holding.
262 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.