Advisornet Financial’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Advisornet Financial’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 Q2	$122K	Buy	3,258 +2,205	+209%	+$82K	0.01%	809
2026 Q1	$37.8K	Sell	1,053 -646	-38%	-$23.7K	﹤0.01%	1142
2025 Q4	$60.5K	Buy	1,699 +386	+29%	+$13.6K	﹤0.01%	1000
2025 Q3	$45.5K	Hold	1,313	–	–	﹤0.01%	1053
2025 Q2	$44.2K	Buy	1,313 +1,088	+484%	+$34.6K	﹤0.01%	1038
2025 Q1	$6.95K	Buy	+225	New	+$6.92K	﹤0.01%	1521

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's CGDG Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Dividend Growers ETF (CGDG) stake by 209% in Q2 2026, buying an estimated $82K and bringing the position to 3,258 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #809.

Advisornet Financial first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Advisornet Financial held 3,258 shares of Capital Group Dividend Growers ETF worth $122K as of Q2 2026.
Advisornet Financial bought 2,205 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $82K.
Capital Group Dividend Growers ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #809 holding.
Advisornet Financial first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.