CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 334 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $115,383 | +9.6% | 3,496,460 | +7.9% | 0.43% | +5.2% |
| Q1 2024 | $105,306 | +23.4% | 3,240,173 | +13.3% | 0.40% | +11.3% |
| Q4 2023 | $85,371 | +71.2% | 2,860,972 | +51.9% | 0.36% | +56.2% |
| Q3 2023 | $49,864 | +15.9% | 1,883,796 | +18.4% | 0.23% | +18.9% |
| Q2 2023 | $43,015 | +19.2% | 1,590,800 | +9.9% | 0.20% | +10.7% |
| Q1 2023 | $36,088 | +22.2% | 1,447,012 | +15.6% | 0.18% | +15.7% |
| Q4 2022 | $29,533 | -99.8% | 1,251,940 | +53.1% | 0.15% | +62.8% |
| Q3 2022 | $16,697,000 | +155.0% | 817,680 | +178.7% | 0.09% | +168.6% |
| Q2 2022 | $6,549,000 | +371.2% | 293,428 | +446.3% | 0.04% | +483.3% |
| Q1 2022 | $1,390,000 | – | 53,715 | – | 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% |