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 Q2	–	Sell	-4,674	Closed	-$168K	–	2580
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 $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 22.96% 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

Advisory Services Network's CGDG Position: Q2 2026 in Review

Advisory Services Network sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2026, closing a stake of 4,674 shares — an estimated $168K sold.

Advisory Services Network first reported a position in CGDG in Q2 2025 and held it in 3 quarters. The position peaked at $760K in Q2 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Advisory Services Network reported no remaining Capital Group Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 4,674 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $168K.
Advisory Services Network first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and held it in 3 quarters.
Advisory Services Network's Capital Group Dividend Growers ETF position peaked at $760K in Q2 2025.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.