SEC 13F Intelligence

Scott Capital Advisors, LLC / CGDVUSD

Scott Capital Advisors, LLC’s Capital Group Dividend Value Position

Does Scott Capital Advisors, LLC own Capital Group Dividend Value (CGDVUSD)? Yes — 151.0K shares worth $7M (+1.17% of its 13F portfolio) as of Q2 2026, up from 133.3K shares the prior filed quarter.

Position Value
$7M
Q2 2026
Shares
151.0K
% of Portfolio
+1.17%
Quarters Held
4
currently held

Position History CGDVUSD

Reported value by quarter
Q3 ’25: $4MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $6MQ1 ’26Q2 ’26: $7MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026151.0K$7M+1.17%
Q1 2026133.3K$6M+1.21%
Q4 2025116.8K$5M+1.13%
Q3 202590.3K$4M+0.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Scott Capital Advisors, LLC’s full portfolio or all institutional holders of CGDVUSD.