CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 334 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,298,540 | +1.8% | 69,653 | +0.3% | 0.94% | -17.9% |
| Q1 2024 | $2,257,276 | +28.6% | 69,455 | +18.1% | 1.15% | +18.8% |
| Q4 2023 | $1,754,639 | +20.3% | 58,802 | +6.7% | 0.97% | +18.1% |
| Q3 2023 | $1,459,022 | +8.3% | 55,120 | +10.6% | 0.82% | +9.3% |
| Q2 2023 | $1,347,407 | +22.8% | 49,830 | +13.3% | 0.75% | +12.6% |
| Q1 2023 | $1,097,191 | +11.4% | 43,993 | +5.4% | 0.66% | +8.3% |
| Q4 2022 | $984,838 | +21.9% | 41,748 | +5.5% | 0.61% | +12.2% |
| Q3 2022 | $808,131 | +9.0% | 39,575 | +19.2% | 0.55% | +13.3% |
| Q2 2022 | $741,084 | – | 33,203 | – | 0.48% | – |
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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% |