CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 92 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,907,452 | +14.6% | 663,862 | +12.8% | 0.37% | +11.7% |
| Q1 2024 | $19,123,498 | +22.7% | 588,415 | +12.6% | 0.33% | +14.0% |
| Q4 2023 | $15,589,958 | +27.7% | 522,452 | +13.3% | 0.29% | +15.4% |
| Q3 2023 | $12,204,980 | +13.2% | 461,087 | +15.6% | 0.25% | +15.5% |
| Q2 2023 | $10,782,289 | +60.1% | 398,753 | +47.7% | 0.22% | +51.0% |
| Q1 2023 | $6,734,397 | +33.8% | 270,024 | +26.5% | 0.14% | +25.0% |
| Q4 2022 | $5,034,434 | +740.5% | 213,414 | +628.0% | 0.12% | +866.7% |
| Q3 2022 | $599,000 | +14.3% | 29,314 | +24.9% | 0.01% | +20.0% |
| Q2 2022 | $524,000 | – | 23,467 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 629,158 | $20,762,214 | 15.83% |
| Advance Capital Management, Inc. | 9,099,751 | $300,291,783 | 14.21% |
| Dechtman Wealth Management, LLC | 1,745,166 | $57,590,473 | 12.87% |
| Confluence Wealth Services, Inc. | 4,059,722 | $133,970,824 | 10.68% |
| Swisher Financial Concepts, Inc. | 309,924 | $10,265 | 10.40% |
| Johnson Bixby & Associates, LLC | 1,837,304 | $60,631,044 | 10.16% |
| Main Line Retirement Advisors, LLC | 342,838 | $11,313,643 | 8.66% |
| Ergawealth Advisors, Inc. | 468,783 | $15,469,831 | 8.42% |
| FinDec Wealth Services, Inc. | 401,917 | $13,263,267 | 8.37% |
| WNY Asset Management, LLC | 1,791,598 | $59,122,721 | 7.83% |