Superior Planning, LLC’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Superior Planning, LLC’s Portfolio CGDG Stock Details CGDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.3K	Buy	+306	New	+$11.7K	﹤0.01%	891

Other funds holding CGDG

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's CGDG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q3 2026: 306 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings.

229 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Superior Planning, LLC held 306 shares of Capital Group Dividend Growers ETF worth $11.3K as of Q3 2026.
Capital Group Dividend Growers ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Dividend Growers ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #891 holding.
229 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.