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 | $6,462,428 | +0.2% | 244,141 | +2.3% | 0.24% | +4.3% |
| Q2 2023 | $6,452,026 | +105.1% | 238,610 | +89.2% | 0.23% | +121.0% |
| Q1 2023 | $3,145,552 | +46.7% | 126,124 | +38.8% | 0.10% | +36.4% |
| Q4 2022 | $2,144,004 | +161.1% | 90,886 | +126.0% | 0.08% | +148.4% |
| Q3 2022 | $821,000 | +17.8% | 40,208 | +28.8% | 0.03% | +29.2% |
| Q2 2022 | $697,000 | – | 31,217 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 792,622 | $19,767,992 | 14.07% |
| Erickson Financial Group, LLC | 532,468 | $13,279,752 | 13.17% |
| Ergawealth Advisors, Inc. | 494,330 | $12,328,594 | 10.04% |
| Confluence Wealth Services, Inc. | 1,444,561 | $36,027,349 | 8.40% |
| WNY Asset Management, LLC | 1,096,770 | $27,353,409 | 6.50% |
| &PARTNERS | 450,424 | $11,321,946 | 5.44% |
| FinDec Wealth Services, Inc. | 281,424 | $7,018,704 | 5.31% |
| Johnson Bixby & Associates, LLC | 726,545 | $18,120,027 | 4.00% |
| Souders Financial Advisors | 630,105 | $15,714,819 | 3.34% |
| Smallwood Wealth Investment Management, LLC | 96,661 | $2,410,725 | 2.28% |