Purchases and Sales Made in Q2 2025 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
47.5K+ 120.3% |
$1.52M - $1.88M
|
87K
$3.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
46.8K+ 5.64% |
$1.5M - $1.85M
|
878K
$36M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
46.8K+ 2.43% |
$1.49M - $1.85M
|
1.97M
$80.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.1K+ 118.52% |
$1.47M - $1.82M
|
85K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45.1K+ 19.83% |
$1.44M - $1.78M
|
272K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44.8KNew |
$1.43M - $1.77M
|
44.8K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
44.6K+ 7.45% |
$1.42M - $1.76M
|
643K
$26.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41.9K+ 645.74% |
$1.34M - $1.66M
|
48.4K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.4K+ 97.85% |
$1.32M - $1.63M
|
83.7K
$3.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
40.4K+ 278.72% |
$1.29M - $1.6M
|
54.9K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
40.4K+ 18.53% |
$1.29M - $1.59M
|
258K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
40KNew |
$1.28M - $1.58M
|
40K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
39.7K+ 34.86% |
$1.27M - $1.57M
|
154K
$6.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
38.9K+ 22.84% |
$1.24M - $1.54M
|
209K
$8.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
38.1K+ 39.23% |
$1.22M - $1.5M
|
135K
$5.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37.5KNew |
$1.2M - $1.48M
|
37.5K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
37.3K+ 140.73% |
$1.19M - $1.47M
|
63.8K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37.2K+ 9.83% |
$1.19M - $1.47M
|
415K
$17M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
35.3K+ 38.85% |
$1.13M - $1.39M
|
126K
$5.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34.5K+ 3.81% |
$1.1M - $1.36M
|
942K
$38.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
34.2K+ 85.45% |
$1.09M - $1.35M
|
74.1K
$3.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33.3K+ 2109.37% |
$1.06M - $1.32M
|
34.9K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
33.2K+ 16.33% |
$1.06M - $1.31M
|
236K
$9.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.4K+ 2.0% |
$1.04M - $1.28M
|
1.65M
$67.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.6KNew |
$1.01M - $1.25M
|
31.6K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.2K+ 47.31% |
$995K - $1.23M
|
97K
$3.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
30.2KNew |
$964K - $1.19M
|
30.2K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
30.1KNew |
$961K - $1.19M
|
30.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
29.9K+ 6.61% |
$956K - $1.18M
|
483K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
29.3KNew |
$934K - $1.16M
|
29.3K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
29.2K+ 48.93% |
$934K - $1.15M
|
89K
$3.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29.1KNew |
$928K - $1.15M
|
29.1K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28.5K+ 3.42% |
$909K - $1.12M
|
862K
$35.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
28.2K+ 12.49% |
$900K - $1.11M
|
254K
$10.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
27.7K+ 30.27% |
$885K - $1.09M
|
119K
$4.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.1K+ 5.86% |
$866K - $1.07M
|
490K
$20.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
27K+ 69.0% |
$862K - $1.07M
|
66.1K
$2.71M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.1K+ 260.58% |
$834K - $1.03M
|
36.1K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
26K+ 110.74% |
$829K - $1.03M
|
49.4K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
24.9KNew |
$796K - $984K
|
24.9K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
24.8KNew |
$792K - $980K
|
24.8K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24.6K+ 6.85% |
$784K - $970K
|
383K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.2KNew |
$772K - $955K
|
24.2K
$991K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
23.6K+ 4.33% |
$752K - $930K
|
568K
$23.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22.6K+ 6.11% |
$722K - $893K
|
393K
$16.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
22.4K+ 10.81% |
$716K - $886K
|
230K
$9.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 34.57% |
$708K - $875K
|
86.3K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
21.7K+ 21.24% |
$693K - $857K
|
124K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
21.7K+ 5.78% |
$692K - $856K
|
397K
$16.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.2K+ 229.97% |
$677K - $838K
|
30.4K
$1.25M
|