CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 69 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,115,820 | +57.4% | 5,897,840 | +60.8% | 0.28% | +61.7% |
| Q2 2023 | $99,175,319 | +33.0% | 3,667,726 | +22.7% | 0.18% | +24.1% |
| Q1 2023 | $74,548,316 | +23.9% | 2,989,106 | +17.2% | 0.14% | +16.5% |
| Q4 2022 | $60,170,550 | +106.6% | 2,550,674 | +78.8% | 0.12% | +86.2% |
| Q3 2022 | $29,131,000 | +117.9% | 1,426,571 | +138.1% | 0.06% | +124.1% |
| Q2 2022 | $13,372,000 | – | 599,123 | – | 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% |