CGDV / Capital Group Dividend Value ETF - Proprietà istituzionale - Venditori

Capital Group Dividend Value ETF
US ˙ ARCA ˙ US14020W1062

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2026-04-01 13F Signature Wealth Management Group 12.872 -0,79 548 -3,36
2026-04-21 13F Trilogy Capital Inc. 14.086 -10,19 599 -12,43
2026-04-09 13F TrueWealth Advisors, LLC 0 -100,00 0
2026-05-01 13F Abound Financial, Llc 0 -100,00 0
2026-04-24 13F Royal Harbor Partners, LLC 635.454 -0,38 27.032 -2,89
2026-04-27 13F Sound Income Strategies, LLC 760 -46,74 33 -49,21
2026-04-07 13F Cooper Financial Group 70.664 -1,37 3.006 -3,84
2026-05-04 13F Northland Securities, Inc. 6.708 -8,25 285 -10,66
2026-04-15 13F Tribridge Partners Financial LLC 90.607 -0,30 3.868 -2,47
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-05-15 13F Continental Investors Services, Inc. 10.038 -37,32 476 -33,24
2026-04-23 13F Vista Investment Partners Ii, Llc 88.985 -29,25 3.785 -31,03
2026-04-17 13F Worth Asset Management, LLC 0 -100,00 0
2026-05-12 13F Turning Point Benefit Group, Inc. 30.832 -57,37 1.324 -58,08
2026-05-08 13F Resources Investment Advisors, LLC. 183.329 -0,54 7.799 -3,06
2026-05-12 13F Rsm Us Wealth Management Llc 133.818 -4,57 5.707 -7,35
2026-05-05 13F BlueChip Wealth Advisors LLC 110.710 -34,35 4.710 -36,01
2026-05-04 13F Mml Investors Services, Llc 4.271.791 -13,20 181.722 -15,39
2026-04-28 13F WESPAC Advisors, LLC 94.876 -7,48 4.036 -9,81
2026-02-12 13F Glaxis Capital Management, LLC 0 -100,00 0
2026-04-24 13F Goldstone Financial Group, LLC 37.809 -4,20 1.608 -6,62
2026-05-04 13F Souders Financial Advisors 1.019.596 -22,84 43.374 -24,78
2026-05-18 13F Cim, Llc 13.208 -2,42 562 -4,92
2026-05-01 13F Avion Wealth 0 -100,00 0
2026-05-15 13F Peapack Gladstone Financial Corp 86.810 -10,97 4 -25,00
2026-05-01 13F Sovran Advisors, LLC 339.245 -0,73 15.744 3,63
2026-04-27 13F Transcendent Capital Group LLC 66.688 -1,87 2.837 -4,35
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-02-11 13F Franklin Resources Inc 0 -100,00 0
2026-05-12 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2026-04-20 13F Fiduciary Alliance LLC 31.340 -1,26 1.422 2,67
2026-04-15 13F DAVENPORT & Co LLC 361.828 -0,27 15.392 -2,78
2026-04-15 13F Ai Financial Services Llc 77.546 -2,01 3.299 -4,49
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-17 13F United Advisor Group, LLC 11.172 -0,35 475 -2,86
2026-05-11 13F Seeds Investor Llc 6.297 -0,05 286 4,01
2026-04-29 13F Clear Point Advisors Inc. 63.447 -1,70 2.699 -4,15
2026-05-13 13F BlackRock, Inc. 0 -100,00 0
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 14.178 -4,58 654 0,77
2026-05-12 13F Hanlon Investment Management, Inc. 13.587 -5,32 578 -7,83
2026-04-16 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-04-15 13F Wealthcare Capital Management Llc 8.774 -2,65 373 -5,09
2026-05-12 13F Wood Tarver Financial Group, LLC 476.445 -0,77 20 0,00
2026-05-22 13F WNY Asset Management, LLC 1.590.216 -21,00 67.648 -20,04
2026-04-08 13F KWB Wealth 499.599 -0,40 21.802 -0,40
2026-04-09 13F Wedmont Private Capital 4.536 -39,05 201 -38,72
2026-05-14 13F Modern Wealth Management, LLC 455.945 -25,53 19.510 -26,98
2026-02-10 13F Waterloo Capital, L.P. 0 -100,00 0
2026-05-15 13F Cresset Asset Management, LLC 276.132 -0,17 11.777 -2,44
2026-01-22 13F Premier Path Wealth Partners, LLC 0 -100,00 0
2026-05-06 13F Hartland & Co., LLC 1.104 -27,65 47 -30,30
2026-02-13 13F Clearview Wealth Advisors LLC 267.294 -3,14 11.665 0,57
2026-05-15 13F Citadel Advisors Llc Put 0 -100,00 0
2026-05-05 13F Ethos Financial Group, LLC 99.810 -18,06 4.257 -19,92
2026-05-01 13F Reuter James Wealth Management, Llc 15.927 -97,49 678 -97,55
2026-05-14 13F Menora Mivtachim Holdings Ltd. 330.779 -3,25 14.071 -5,69
2026-04-23 13F Summit Investment Advisory Services, LLC 989.127 -1,64 42.077 -4,12
2026-04-13 13F Massmutual Trust Co Fsb/adv 305 -73,46 13 -76,00
2026-02-06 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-05-07 13F Beta Wealth Group, Inc. 51.185 -8,77 2.177 -11,07
2026-05-15 13F Navis Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F/A Quadrant Capital Group Llc 7.898 -32,18 336 -34,06
2026-04-30 13F Simplicity Wealth,LLC 41.709 -44,58 1.774 -45,98
2026-04-29 13F Richmond Investment Services, LLC 195.085 -2,18 8.299 -4,64
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 125.012 -26,92 5.936 -20,50
2026-05-01 13F Kaizen Financial Strategies 277.840 -8,88 12.611 -5,22
2026-04-20 13F Ronald Blue Trust, Inc. 1.343 -91,59 57 -91,82
2026-05-12 13F Jane Street Group, Llc 335.809 -66,42 14.285 -67,27
2026-05-05 13F Steel Peak Wealth Management LLC 10.201 -67,40 435 -68,13
2026-04-22 13F tru Independence LLC 7.622 -14,11 324 -16,28
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-05-11 13F WFA of San Diego, LLC 29.705 -1,66 1.264 -4,17
2026-05-09 13F ZEGA Investments, LLC 44.636 -2,86 1.899 -5,34
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-05-05 13F CapWealth Advisors, LLC 18.137 -5,03 772 -7,44
2026-05-01 13F Ball & Co Wealth Management Inc. 210.052 -0,95 9 -11,11
2026-01-26 13F Heritage Wealth Architects, Inc. 0 -100,00 0
2026-04-28 13F Tempus Wealth Planning, LLC 246.258 -2,21 10.476 -4,68
2026-04-15 13F Third View Private Wealth, LLC 0 -100,00 0
2026-04-10 13F Bouvel Investment Partners, LLC 274.502 -2,20 11.677 -4,67
2026-05-05 13F FinDec Wealth Services, Inc. 11.995 -0,33 510 -2,86
2026-05-07 13F Johnson Financial Group, Inc. 0 -100,00 0
2026-05-22 13F Wellington Grp LLC 1.255 -22,86 53 -25,35
2026-05-05 13F Cannon Wealth Management Services, LLC 18.703 -1,93 796 -4,45
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-09 13F Teamwork Financial Advisors, LLC 544.530 -0,18 23.164 -2,69
2026-05-15 13F Magnolia Capital Advisors Llc 20.478 -17,60 871 -19,65
2026-05-01 13F International Assets Investment Management, Llc 73.827 -9,57 3.159 -11,31
2026-02-06 13F GPS Wealth Strategies Group, LLC 2.303 -82,40 101 -81,79
2026-05-14 13F Captrust Financial Advisors 932.809 -0,94 39.682 -3,43
2026-05-15 13F Ameriprise Financial Inc 280.264 -2,73 11.936 -5,90
2026-02-06 13F Fortis Group Advisors, LLC 0 -100,00 0
2026-04-27 13F Financial Services Advisory Inc 270.906 -53,86 11.524 -55,02
2026-04-06 13F CX Institutional 802 -67,10 0
2026-05-14 13F EP Wealth Advisors, Inc. 260.330 -3,19 11.074 -5,63
2026-05-15 13F Envision Financial Planning, LLC 9.787 -0,01 416 -2,58
2026-05-14 13F StoneX Group Inc. 0 -100,00 0
2026-04-10 13F Sar Wealth Management Group, Llc 6.560 -41,78 279 -43,18
2026-05-16 13F Sunbelt Securities, Inc. 81.821 -0,52 3.481 -3,04
2026-05-12 13F Operose Advisors LLC 2.783 -45,96 118 -47,32
2026-01-21 13F Touchstone Capital, Inc. 0 -100,00 0
2026-05-06 13F Sentinus, LLC 277.049 -3,52 11.786 -5,95
2026-05-11 13F Per Stirling Capital Management, LLC. 515.131 -2,63 21.914 -5,09
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 554.670 -10,55 23.596 -12,81
2026-04-22 13F Coastal Investment Advisors, Inc. 0 -100,00 0
2026-04-15 13F QTR Family Wealth, LLC 6.373 -2,06 289 -2,36
2026-04-15 13F Weatherly Asset Management L. P. 6.408 -11,91 273 -14,20
2026-05-05 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-05-04 13F Nwam Llc 33.336 -0,35 1.418 -4,96
2026-04-21 13F Avaii Wealth Management, Llc 649.917 -6,01 27.647 -8,38
2026-04-07 13F Bulwark Capital Corp 100.758 -3,69 4.286 -6,11
2026-04-17 13F Total Clarity Wealth Management, Inc. 65.449 -1,79 2.784 -4,26
2026-04-21 13F OneAscent Financial Services LLC 42.786 -2,07 1.820 -4,51
2026-04-24 13F Mann Financial Group, Inc. 24.592 -0,62 1.046 -3,06
2026-05-13 13F Delta Investment Management, LLC 123.854 -30,43 5.269 -32,18
2026-05-13 13F GeoWealth Management, LLC 6.705 -3,97 285 -6,25
2026-04-21 13F Worthington Financial Partners, LLC 4.843 -17,51 206 -19,53
2026-04-17 13F RFG Advisory, LLC 294.226 -31,65 12.516 -33,38
2026-05-13 13F Mariner, LLC 1.874.603 -8,85 79.746 -11,15
2026-04-23 13F Orca Wealth Management, LLC 52.384 -1,24 2.228 -6,54
2026-02-12 13F Litman Gregory Asset Management LLC 34.638 -0,46 1.512 3,35
2026-04-24 13F ProCore Advisors, LLC 27.846 -6,75 1.185 -9,13
2026-05-15 13F Ameriflex Group, Inc. 10.455 -9,46 445 -11,73
2026-04-21 13F Everpar Advisors Llc 47.054 -15,87 2.002 -17,99
2026-05-06 13F Meridian Wealth Management, LLC 62.118 -0,79 2.642 -3,29
2026-05-28 13F Challenger Wealth Management 473.825 -2,42 20.157 -4,88
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 10.048 -9,15 427 -11,41
2026-05-05 13F Atria Investments Llc 60.932 -21,90 2.592 -23,85
2026-05-11 13F OpenArc Corporate Advisory, LLC 6.384 -9,79 272 -12,01
2026-02-04 13F Valeo Financial Advisors, LLC 0 -100,00 0
2026-05-05 13F Ridgeline Wealth Planning, LLC 251.606 -1,60 10.703 -4,09
2026-05-06 13F Bessemer Group Inc 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 79.853 -18,21 3.397 -20,28
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-05-12 13F Creative Planning 50.905 -2,70 2.166 -5,17
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 500.476 -39,59 21.290 -41,11
2026-05-13 13F Calton & Associates, Inc. 60.146 -12,31 2.559 -14,53
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-07 13F MONECO Advisors, LLC 14.163 -0,72 602 -3,22
2026-04-08 13F Pines Wealth Management, LLC 43.540 -6,56 1.852 -8,90
2026-04-28 13F Golden State Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 13.768 -15,91 586 -18,07
2026-04-27 13F Lodestar Private Asset Management Llc 57.122 -13,55 2.430 -15,75
2026-05-01 13F Thrivent Financial For Lutherans 0 -100,00 0
2026-05-08 13F SHP Wealth Management 5.032 -13,55 214 -15,75
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 5.943 -34,83 253 -36,52
2026-05-15 13F Brown Advisory Inc 28.957 -0,48 1.232 -2,99
2026-05-01 13F Triton Wealth Management, PLLC 7.193 -2,71 309 -6,38
2026-05-01 13F Platt Wealth Management LLC 418.274 -0,48 18 -5,56
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 143.242 -13,75 6.094 -15,92
2026-05-14 13F Renaissance Technologies Llc 61.900 -33,80 2.633 -35,47
2026-05-26 13F Ruggaard & Associates LLC 336.076 -0,78 14.297 -3,28
2026-04-21 13F Cypress Capital Advisors, LLC 38.474 -4,11 1.637 -6,51
2026-05-05 13F Bank of New York Mellon Corp 994.819 -12,18 42.320 -14,39
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-16 13F Balboa Wealth Partners 7.966 -2,83 339 -5,32
2026-04-03 13F Waller Financial Planning Group, Inc 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-02-03 13F Washington Trust Advisors, Inc. 0 -100,00 0
2026-05-04 13F Brookwood Investment Group LLC 8.954 -7,60 381 -9,95
2026-04-13 13F Plan Group Financial, LLC 0 -100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 177.932 -1,72 7.569 -4,19
2026-04-24 13F Kropog Financial Group, LLC 386.846 -0,18 16.456 -2,70
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1.298.302 -28,61 55.425 -31,28
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-05-07 13F Regimen Wealth, Llc 358.111 -14,35 15.234 -16,50
2026-04-28 13F Integrated Advisors Network LLC 22.309 -34,37 949 -36,01
2026-05-01 13F Hantz Financial Services, Inc. 53 -64,67 0
2026-05-01 13F 180 Wealth Advisors, Llc 7.753 -1,27 330 -3,80
2026-05-14 13F Betterment LLC 82.133 -22,36 3 -25,00
2026-05-11 13F Savvy Advisors, Inc. 7.344 -12,40 312 -14,52
2026-02-02 13F JDM Financial Group LLC 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 13.354 -1,34 568 -3,73
2026-05-08 13F Bruce G. Allen Investments, LLC 6.144 -15,43 261 -17,67
2026-05-13 13F Mpwm Advisory Solutions, Llc 99 -23,26 4 -20,00
2026-04-21 13F Aurdan Capital Management, LLC 134.112 -0,98 5.705 -3,47
2026-05-01 13F Osprey Private Wealth LLC 8.482 -4,07 361 -6,49
2026-04-08 13F Dynamic Advisor Solutions LLC 86.734 -2,35 3.690 -4,82
2026-04-29 13F Cary Street Partners Financial Llc 560.496 -3,09 23.843 -5,54
2026-06-01 13F Flagship Wealth Advisors, Llc 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 6.650 -39,05 283 -40,76
2026-04-22 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-05-14 13F Clg Llc 216.540 -26,65 9.212 -28,50
2026-04-08 13F Dover Advisors, Llc 0 -100,00 0
2026-05-05 13F CPA Asset Management LLC 23.290 -31,57 991 -33,33
2026-05-05 13F Putnam Fl Investment Management Co 23.569 -4,28 1.003 -6,70
2026-04-27 13F Qrg Capital Management, Inc. 14.650 -13,19 623 -15,35
2026-04-21 13F Clarus Group, Inc. 13.270 -0,38 565 -2,93
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-28 13F Fundamentun, Llc 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 49.166 -62,55 2.092 -63,50
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