CGDV — CAPITAL GROUP DIVD VALUE ETF

Ownership history in BIP Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in CAPITAL GROUP DIVD VALUE ETF (CGDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.97% (2025 Q4)
Avg. % of fund
0.49%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 629,240 +624,190 +12360.2% 0.97% $27.5M $43.64
2025 Q3 INITIATED 5,050 — — 0.01% $212K $41.85
% of Fund (quarterly)    CGDV price (monthly, adj. close)

Other funds also holding CGDV

As of 2025 Q4 — sorted by position size

Erickson Financial Group, LLC 3Y 28.07% Advance Capital Management, Inc. 3Y 18.6% Platt Wealth Management LLC 18.18% Summit Investment Advisory Services, LLC 3Y 16.56% Challenger Wealth Management 16.17% Carter Financial, LLC 14.01% IAM Advisory, LLC 3Y 13.84% Kropog Financial Group, LLC 13.1% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 12.35% Ergawealth Advisors, Inc. 12.1%
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