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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisornet Financial's CGDG Position: Q1 2026 in Review

Advisornet Financial reduced its Capital Group Dividend Growers ETF (CGDG) stake by 38% in Q1 2026, selling an estimated $23.7K and leaving 1,053 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Advisornet Financial first reported a position in CGDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $60.5K in Q4 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Advisornet Financial held 1,053 shares of Capital Group Dividend Growers ETF worth $37.8K as of Q1 2026.
  • Advisornet Financial sold 646 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $23.7K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1142 holding.
  • Advisornet Financial first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 5 quarters since.
  • Advisornet Financial's Capital Group Dividend Growers ETF position peaked at $60.5K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.