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 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-220- 1.02% |
$7.02K - $8.69K
|
21.4K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-225- 0.39% |
$7.18K - $8.89K
|
57.5K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-257- 38.53% |
$8.21K - $10.1K
|
410
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-267- 0.41% |
$8.53K - $10.5K
|
64.9K
$2.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-272- 9.76% |
$8.68K - $10.7K
|
2.52K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-281- 3.73% |
$8.97K - $11.1K
|
7.25K
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-375- 0.51% |
$12K - $14.8K
|
73.3K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-429- 4.55% |
$13.7K - $16.9K
|
9K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-458- 2.72% |
$14.6K - $18.1K
|
16.4K
$672K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-589- 2.55% |
$18.8K - $23.3K
|
22.5K
$922K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-603- 3.05% |
$19.3K - $23.8K
|
19.2K
$785K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-631- 7.86% |
$20.1K - $24.9K
|
7.39K
$303K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-653- 5.58% |
$20.9K - $25.8K
|
11K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-663- 7.71% |
$21.2K - $26.2K
|
7.94K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-730- 4.26% |
$23.3K - $28.8K
|
16.4K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-849- 11.13% |
$27.1K - $33.5K
|
6.78K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-894- 0.46% |
$28.5K - $35.3K
|
195K
$8M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.03K- 2.24% |
$32.8K - $40.6K
|
44.8K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.04K- 1.5% |
$33.2K - $41.1K
|
68.6K
$2.81M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 25.32% |
$37.4K - $46.2K
|
3.45K
$142K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.5K- 10.48% |
$48K - $59.3K
|
12.8K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.73K- 1.25% |
$55.1K - $68.2K
|
136K
$5.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.83K- 1.72% |
$58.3K - $72.1K
|
105K
$4.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.16K- 12.66% |
$68.9K - $85.2K
|
14.9K
$610K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.6K- 0.54% |
$83.1K - $103K
|
476K
$19.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.85K- 17.06% |
$91.1K - $113K
|
13.9K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.06K- 4.66% |
$97.8K - $121K
|
62.7K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.17K- 1.05% |
$101K - $125K
|
299K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.27K- 1.12% |
$104K - $129K
|
288K
$11.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.35K- 4.13% |
$107K - $132K
|
77.8K
$3.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.39K- 9.56% |
$108K - $134K
|
32.1K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.65K- 8.44% |
$117K - $144K
|
39.6K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.19K- 8.0% |
$134K - $165K
|
48.1K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.56K- 25.91% |
$146K - $180K
|
13.1K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.81K- 6.08% |
$154K - $190K
|
74.3K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.96K- 0.78% |
$158K - $196K
|
627K
$25.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.11K- 5.9% |
$163K - $202K
|
81.5K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.25K- 1.97% |
$168K - $207K
|
261K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.64K- 42.05% |
$180K - $223K
|
7.78K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.91K- 52.96% |
$189K - $233K
|
5.25K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-6.41K- 4.43% |
$205K - $253K
|
138K
$5.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-6.63K- 50.5% |
$212K - $262K
|
6.49K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7K- 76.11% |
$223K - $276K
|
2.2K
$90K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.23K- 1.22% |
$231K - $286K
|
586K
$24M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7.49K- 8.05% |
$239K - $296K
|
85.5K
$3.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-7.62K- 27.06% |
$243K - $301K
|
20.5K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-9.77K- 20.2% |
$312K - $386K
|
38.6K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 20.02% |
$325K - $402K
|
40.6K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.5K- 0.6% |
$335K - $414K
|
1.73M
$71M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12K- 19.16% |
$384K - $475K
|
50.8K
$2.08M
|