CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 132 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,885,486 | +54.8% | 146,788 | +58.1% | 0.20% | +57.3% |
| Q2 2023 | $2,510,365 | +24.1% | 92,839 | +14.5% | 0.12% | +12.7% |
| Q1 2023 | $2,022,161 | -10.2% | 81,081 | -15.1% | 0.11% | -19.7% |
| Q4 2022 | $2,252,516 | +185.5% | 95,486 | +170.0% | 0.14% | +158.5% |
| Q3 2022 | $789,000 | 0.0% | 35,360 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $789,000 | – | 35,360 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 792,622 | $19,767,992 | 14.07% |
| Erickson Financial Group, LLC | 532,468 | $13,279,752 | 13.17% |
| Ergawealth Advisors, Inc. | 494,330 | $12,328,594 | 10.04% |
| Confluence Wealth Services, Inc. | 1,444,561 | $36,027,349 | 8.40% |
| WNY Asset Management, LLC | 1,096,770 | $27,353,409 | 6.50% |
| &PARTNERS | 450,424 | $11,321,946 | 5.44% |
| FinDec Wealth Services, Inc. | 281,424 | $7,018,704 | 5.31% |
| Johnson Bixby & Associates, LLC | 726,545 | $18,120,027 | 4.00% |
| Souders Financial Advisors | 630,105 | $15,714,819 | 3.34% |
| Smallwood Wealth Investment Management, LLC | 96,661 | $2,410,725 | 2.28% |