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Arvest Investments’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Arvest Investments’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 		$49.9K Hold
1,330
– – 0.01% 180
2026
Q1 		$47.7K Hold
1,330
– – 0.01% 171
2025
Q4 		$47.4K Hold
1,330
– – 0.01% 164
2025
Q3 		$46.1K Hold
1,330
– – 0.01% 160
2025
Q2 		$44.7K Hold
1,330
– – 0.01% 151
2025
Q1 		$41.1K Hold
1,330
– – 0.01% 135
2024
Q4 		$39.4K Hold
1,330
– – 0.01% 139
2024
Q3 		$40.9K Hold
1,330
– – 0.01% 132
2024
Q2 		$37.8K Buy
+1,330
New +$37.9K 0.01% 129

Other funds holding CGDG

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Arvest Investments's CGDG Position: Q2 2026 in Review

Arvest Investments held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 1,330 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #180.

Arvest Investments first reported a position in CGDG in Q2 2024 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Arvest Investments held 1,330 shares of Capital Group Dividend Growers ETF worth $49.9K as of Q2 2026.
  • Arvest Investments left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
  • Capital Group Dividend Growers ETF made up 0.01% of Arvest Investments's portfolio in Q2 2026, its #180 holding.
  • Arvest Investments first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 9 quarters since.
  • 131 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.