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Arkadios Wealth Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Arkadios Wealth Advisors’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 		$249K Sell
6,631
-83,240
-93% -$3.1M ﹤0.01% 1513
2026
Q1 		$3.23M Buy
+89,871
New +$3.29M 0.05% 363

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arkadios Wealth Advisors's CGDG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 93% in Q2 2026, selling an estimated $3.1M and leaving 6,631 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Arkadios Wealth Advisors first reported a position in CGDG in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.23M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Arkadios Wealth Advisors held 6,631 shares of Capital Group Dividend Growers ETF worth $249K as of Q2 2026.
  • Arkadios Wealth Advisors sold 83,240 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $3.1M.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1513 holding.
  • Arkadios Wealth Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 2 quarters since.
  • Arkadios Wealth Advisors's Capital Group Dividend Growers ETF position peaked at $3.23M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.