Aptus Capital Advisors, LLC - CAPITAL GROUP DIVIDEND VALUE ownership

CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 153 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of CAPITAL GROUP DIVIDEND VALUE
ValueSharesWeighting
Q3 2023$23,006,692
+789.5%
869,161
+808.6%
0.63%
+911.3%
Q2 2023$2,586,565
+5.0%
95,657
-2.7%
0.06%
-6.1%
Q1 2023$2,462,28198,3410.07%
Other shareholders
CAPITAL GROUP DIVIDEND VALUE shareholders Q1 2023
NameSharesValueWeighting ↓
Summit Investment Advisory Services, LLC 792,622$19,767,99214.07%
Erickson Financial Group, LLC 532,468$13,279,75213.17%
Ergawealth Advisors, Inc. 494,330$12,328,59410.04%
Confluence Wealth Services, Inc. 1,444,561$36,027,3498.40%
WNY Asset Management, LLC 1,096,770$27,353,4096.50%
&PARTNERS 450,424$11,321,9465.44%
FinDec Wealth Services, Inc. 281,424$7,018,7045.31%
Johnson Bixby & Associates, LLC 726,545$18,120,0274.00%
Souders Financial Advisors 630,105$15,714,8193.34%
Smallwood Wealth Investment Management, LLC 96,661$2,410,7252.28%
View complete list of CAPITAL GROUP DIVIDEND VALUE shareholders