On Monday, the Capital Group Dividend Value ETF (CGDV) increased 35 positions and trimmed 14, with gross trades of $1.20 billion against $38.77 billion in assets. Its largest buys were Applied Materials (AMAT) at $146.3 million, lifting its weight to 2.01%, FTAI Aviation at $135.8 million and Corning (GLW) at $78.0 million. It sold $558.0 million of Alphabet (GOOGL), leaving a 1.82% weight, along with Royal Caribbean (RCL) at $43.0 million and Eli Lilly (LLY) at $37.5 million, for net sales of $328.8 million. Smaller additions included Meta Platforms ($56.7 million) and NVIDIA ($17.0 million), and none of the largest trades was a new position or a full exit.
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