CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 181 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,114,251 | +13.7% | 94,371 | +12.0% | 2.00% | +5.4% |
| Q1 2024 | $2,737,921 | +24.8% | 84,244 | +14.6% | 1.90% | +14.6% |
| Q4 2023 | $2,194,187 | +70.9% | 73,532 | +51.6% | 1.65% | +32.8% |
| Q3 2023 | $1,284,165 | +0.1% | 48,514 | +2.3% | 1.24% | +5.5% |
| Q2 2023 | $1,282,249 | – | 47,420 | – | 1.18% | – |
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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% |