A detailed history of Hbw Advisory Services LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Hbw Advisory Services LLC holds 88,692 shares of CGDV stock, worth $3.8 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
88,692
Previous 52,091 70.26%
Holding current value
$3.8 Million
Previous $2.19 Million 73.73%
% of portfolio
0.46%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
$41.33 - $43.47 $1.51 Million - $1.59 Million
36,601 Added 70.26%
88,692 $3.8 Million
Q3 2025

Oct 16, 2025

BUY
$39.59 - $42.21 $631,618 - $673,418
15,954 Added 44.15%
52,091 $2.19 Million
Q2 2025

Jul 02, 2025

BUY
$31.93 - $39.49 $833,851 - $1.03 Million
26,115 Added 260.58%
36,137 $1.43 Million
Q1 2025

Apr 09, 2025

BUY
$34.95 - $37.36 $350,268 - $374,421
10,022 New
10,022 $355,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.