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Capital Group Divid Value Etf Shs Creation Unit shares owned by Waterloo Capital

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 103k 32.50
2023-09-30 $2.5M 94k 26.47

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Waterloo Capital

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Wells Fargo & Company
Bank of America Corporation
Raymond James & Associates
Commonwealth Equity Services
Cetera Investment Advisers
Confluence Wealth Services
Advisor Group Holdings
UBS Group
Cambridge Investment Research Advisors
Royal Bank of Canada
Johnson Bixby & Associates

View all funds holding Capital Group Divid Value Etf Shs Creation Unit