CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 156 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,897,876 | +3.0% | 209,027 | +1.4% | 0.43% | +10.3% |
| Q1 2024 | $6,696,670 | +269.5% | 206,048 | +239.3% | 0.39% | +228.8% |
| Q4 2023 | $1,812,269 | +16.4% | 60,733 | +3.3% | 0.12% | +5.4% |
| Q3 2023 | $1,556,914 | -1.9% | 58,818 | +0.2% | 0.11% | -0.9% |
| Q2 2023 | $1,587,404 | -5.3% | 58,706 | -12.6% | 0.11% | -5.8% |
| Q1 2023 | $1,675,698 | +5.6% | 67,189 | -0.1% | 0.12% | +1.7% |
| Q4 2022 | $1,586,796 | +49.1% | 67,266 | +29.1% | 0.12% | +34.1% |
| Q3 2022 | $1,064,000 | – | 52,118 | – | 0.09% | – |
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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% |