Y.D. More Investments’s Capital Group Dividend Value ETF CGDV Stock Holding History

Y.D. More Investments’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	$11.8K	Sell	240 -146	-38%	-$6.88K	﹤0.01%	391
2026 Q1	$15.8K	Hold	386	–	–	﹤0.01%	352
2025 Q4	$16.8K	Hold	386	–	–	﹤0.01%	344
2025 Q3	$16.1K	Sell	386 -1,764	-82%	-$72.5K	﹤0.01%	352
2025 Q2	$84.3K	Buy	2,150 +1,910	+796%	+$69.2K	0.01%	274
2025 Q1	$8.55K	Buy	+240	New	+$8.72K	﹤0.01%	393

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

Y.D. More Investments's CGDV Position: Q2 2026 in Review

Y.D. More Investments reduced its Capital Group Dividend Value ETF (CGDV) stake by 38% in Q2 2026, selling an estimated $6.88K and leaving 240 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Y.D. More Investments first reported a position in CGDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $84.3K in Q2 2025. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Y.D. More Investments held 240 shares of Capital Group Dividend Value ETF worth $11.8K as of Q2 2026.
Y.D. More Investments sold 146 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $6.88K.
Capital Group Dividend Value ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #391 holding.
Y.D. More Investments first reported a position in Capital Group Dividend Value ETF in Q1 2025 and has held it in 6 quarters since.
Y.D. More Investments's Capital Group Dividend Value ETF position peaked at $84.3K in Q2 2025.
777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.