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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
585+ 4.25% |
$18.7K - $23.1K
|
14.4K
$588K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
537+ 8.46% |
$17.1K - $21.2K
|
6.89K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
528+ 1.89% |
$16.9K - $20.9K
|
28.5K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
528+ 3.1% |
$16.9K - $20.9K
|
17.6K
$719K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
525+ 6.06% |
$16.8K - $20.7K
|
9.19K
$376K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$16K - $19.7K
|
500
$20.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
494+ 1.17% |
$15.8K - $19.5K
|
42.6K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
475+ 1.2% |
$15.2K - $18.8K
|
40K
$1.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
465+ 0.14% |
$14.8K - $18.4K
|
341K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
442+ 1.77% |
$14.1K - $17.5K
|
25.5K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
406+ 3.32% |
$13K - $16K
|
12.6K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
374+ 4.35% |
$11.9K - $14.8K
|
8.98K
$368K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
322+ 26.83% |
$10.3K - $12.7K
|
1.52K
$62.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
307+ 1.75% |
$9.8K - $12.1K
|
17.8K
$731K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
300New |
$9.58K - $11.8K
|
300
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
263+ 1.66% |
$8.4K - $10.4K
|
16.1K
$659K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
229+ 0.41% |
$7.31K - $9.04K
|
56K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
191New |
$6.1K - $7.54K
|
191
$7.83K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170New |
$5.43K - $6.71K
|
170
$6.96K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
161+ 2.19% |
$5.14K - $6.36K
|
7.51K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
154+ 1.57% |
$4.92K - $6.08K
|
9.98K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
136+ 0.69% |
$4.34K - $5.37K
|
20K
$818K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
113+ 1.15% |
$3.61K - $4.46K
|
9.9K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
101+ 4.33% |
$3.22K - $3.99K
|
2.43K
$99.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$3.1K - $3.83K
|
97
$3.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
85+ 0.69% |
$2.71K - $3.36K
|
12.4K
$509K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
54+ 0.66% |
$1.72K - $2.13K
|
8.28K
$339K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
46+ 10.98% |
$1.47K - $1.82K
|
465
$19.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
38+ 42.22% |
$1.21K - $1.5K
|
128
$5.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
34New |
$1.09K - $1.34K
|
34
$1.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
34+ 0.22% |
$1.09K - $1.34K
|
15.8K
$648K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31+ 0.31% |
$990 - $1.22K
|
10.1K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
29+ 0.3% |
$926 - $1.15K
|
9.7K
$397K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
27+ 0.18% |
$862 - $1.07K
|
14.8K
$606K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
12+ 0.14% |
$383 - $474
|
8.82K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9+ 0.16% |
$287 - $355
|
5.66K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.38% |
$95.8 - $118
|
784
$32.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2+ 0.01% |
$63.9 - $79
|
37.4K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.07% |
$63.9 - $79
|
2.78K
$114K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.35% |
$31.9 - $39.5
|
75
$3.07K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$31.9 - $39.5
|
7.09K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11- 0.03% |
$351 - $434
|
31.6K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.26% |
$926 - $1.15K
|
11.2K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-47- 47.0% |
$1.5K - $1.86K
|
53
$2.17K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-55- 0.07% |
$1.76K - $2.17K
|
74.3K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-58- 0.73% |
$1.85K - $2.29K
|
7.87K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-96- 1.58% |
$3.07K - $3.79K
|
5.97K
$244K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-150- 0.1% |
$4.79K - $5.92K
|
147K
$6.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-185- 1.45% |
$5.91K - $7.31K
|
12.6K
$514K
|