CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 21 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,705 | +30.5% | 328,852 | +33.4% | 0.33% | +31.5% |
| Q2 2023 | $6,668 | +26.8% | 246,600 | +16.9% | 0.25% | +15.5% |
| Q1 2023 | $5,260 | +234.6% | 210,924 | +216.6% | 0.22% | +209.9% |
| Q4 2022 | $1,572 | -99.9% | 66,625 | +21.7% | 0.07% | +26.8% |
| Q3 2022 | $1,118,000 | -9.5% | 54,766 | -1.0% | 0.06% | -6.7% |
| Q2 2022 | $1,235,000 | +46.7% | 55,338 | +70.0% | 0.06% | +57.9% |
| Q1 2022 | $842,000 | – | 32,547 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Erickson Financial Group, LLC | 511,130 | $12,057,557 | 13.05% |
| Ergawealth Advisors, Inc. | 416,036 | $9,814,292 | 8.89% |
| Confluence Wealth Services, Inc. | 1,300,660 | $30,682,567 | 7.98% |
| WNY Asset Management, LLC | 960,299 | $22,653,457 | 6.13% |
| FinDec Wealth Services, Inc. | 283,768 | $6,694,081 | 5.53% |
| &PARTNERS | 446,298 | $10,528,160 | 5.23% |
| Johnson Bixby & Associates, LLC | 750,977 | $17,715,542 | 4.12% |
| Robbie L. Kennerson P.A., Inc. | 163,088 | $3,847,240 | 3.90% |
| Souders Financial Advisors | 557,085 | $13,141,635 | 3.00% |
| Smallwood Wealth Investment Management, LLC | 95,312 | $2,248,410 | 1.90% |