Advisory Services Network’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Advisory Services Network’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	$168K	Buy	+4,674	New	+$171K	﹤0.01%	1917
2025 Q4	–	Sell	-1,473	Closed	-$51K	–	2223
2025 Q3	$51K	Sell	1,473 -21,377	-94%	-$728K	﹤0.01%	2447
2025 Q2	$760K	Buy	+22,850	New	+$726K	0.01%	950

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisory Services Network's CGDG Position: Q1 2026 in Review

Advisory Services Network opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q1 2026: 4,674 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #1917 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CGDG as recently as Q3 2025.

Advisory Services Network first reported a position in CGDG in Q2 2025 and has held it in 3 quarters since. The position peaked at $760K in Q2 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Advisory Services Network held 4,674 shares of Capital Group Dividend Growers ETF worth $168K as of Q1 2026.
Capital Group Dividend Growers ETF was a new Advisory Services Network position in Q1 2026.
Capital Group Dividend Growers ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1917 holding.
Advisory Services Network first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 3 quarters since.
Advisory Services Network's Capital Group Dividend Growers ETF position peaked at $760K in Q2 2025.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.