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

Allworth 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	$2.24M	Buy	59,620 +15,304	+35%	+$569K	0.01%	502
2026 Q1	$1.59M	Buy	44,316 +14,777	+50%	+$541K	0.01%	592
2025 Q4	$1.05M	Buy	29,539 +11,380	+63%	+$400K	﹤0.01%	689
2025 Q3	$629K	Buy	18,159 +12,305	+210%	+$419K	﹤0.01%	807
2025 Q2	$197K	Buy	5,854 +4,374	+296%	+$139K	﹤0.01%	1184
2025 Q1	$45.7K	Buy	1,480 +854	+136%	+$26.3K	﹤0.01%	1595
2024 Q4	$19K	Buy	+626	New	+$19K	﹤0.01%	2139

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

Allworth Financial's CGDG Position: Q2 2026 in Review

Allworth Financial increased its Capital Group Dividend Growers ETF (CGDG) stake by 35% in Q2 2026, buying an estimated $569K and bringing the position to 59,620 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #502.

Allworth Financial first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Allworth Financial held 59,620 shares of Capital Group Dividend Growers ETF worth $2.24M as of Q2 2026.
Allworth Financial bought 15,304 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $569K.
Capital Group Dividend Growers ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #502 holding.
Allworth Financial first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.