CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 213 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,269,218 | +25.1% | 4,845,831 | +27.8% | 0.17% | +25.6% |
| Q2 2023 | $102,527,310 | +36.0% | 3,791,690 | +25.5% | 0.13% | +26.7% |
| Q1 2023 | $75,375,270 | +36.5% | 3,022,264 | +29.1% | 0.10% | +25.0% |
| Q4 2022 | $55,233,292 | +81.9% | 2,341,386 | +57.4% | 0.08% | +58.5% |
| Q3 2022 | $30,370,000 | +84.1% | 1,487,277 | +101.2% | 0.05% | +89.3% |
| Q2 2022 | $16,498,000 | – | 739,164 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 817,764 | $21,646,216 | 16.04% |
| Erickson Financial Group, LLC | 570,201 | $15,093,220 | 14.12% |
| Confluence Wealth Services, Inc. | 2,015,315 | $53,345,399 | 10.53% |
| Ergawealth Advisors, Inc. | 526,321 | $13,931,730 | 9.61% |
| WNY Asset Management, LLC | 1,576,773 | $41,737,139 | 8.14% |
| Johnson Bixby & Associates, LLC | 1,231,764 | $32,604,798 | 6.80% |
| WJ Wealth Management, LLC | 523,027 | $13,844,506 | 6.73% |
| &PARTNERS | 459,791 | $12,177,789 | 5.68% |
| FinDec Wealth Services, Inc. | 284,971 | $7,543,193 | 5.45% |
| DB Wealth Management Group, LLC | 291,216 | $7,708,484 | 4.86% |