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

Ameritas Advisory Services’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	$5.43M	Buy	144,797 +54,063	+60%	+$2.01M	0.11%	191
2026 Q1	$3.26M	Buy	90,734 +3,884	+4%	+$142K	0.13%	153
2025 Q4	$3.1M	Buy	86,850 +24,293	+39%	+$855K	0.12%	165
2025 Q3	$2.17M	Sell	62,557 -30,939	-33%	-$1.05M	0.14%	136
2025 Q2	$3.14M	Sell	93,496 -32,301	-26%	-$1.03M	0.16%	132
2025 Q1	$3.83M	Buy	125,797 +7,431	+6%	+$229K	0.15%	144
2024 Q4	$3.51M	Buy	118,366 +21,077	+22%	+$641K	0.12%	162
2024 Q3	$2.99M	Buy	97,289 +12,891	+15%	+$381K	0.13%	165
2024 Q2	$2.4M	Buy	84,398 +24,011	+40%	+$683K	0.09%	221
2024 Q1	$1.72M	Buy	+60,387	New	+$1.67M	0.07%	261

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

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

Ameritas Advisory Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 60% in Q2 2026, buying an estimated $2.01M and bringing the position to 144,797 shares worth $5.43M. The position accounts for 0.11% of the portfolio, ranked #191.

Ameritas Advisory Services first reported a position in CGDG in Q1 2024 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Ameritas Advisory Services held 144,797 shares of Capital Group Dividend Growers ETF worth $5.43M as of Q2 2026.
Ameritas Advisory Services bought 54,063 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $2.01M.
Capital Group Dividend Growers ETF made up 0.11% of Ameritas Advisory Services's portfolio in Q2 2026, its #191 holding.
Ameritas Advisory Services first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 10 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.