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

Atria 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 Q1	$679K	Buy	18,923 +12,027	+174%	+$440K	0.01%	1285
2025 Q4	$246K	Buy	6,896 +630	+10%	+$22.2K	﹤0.01%	1862
2025 Q3	$217K	Buy	+6,266	New	+$213K	﹤0.01%	1905
2025 Q2	–	Sell	-7,687	Closed	-$238K	–	1999
2025 Q1	$238K	Sell	7,687 -193	-2%	-$5.94K	﹤0.01%	1744
2024 Q4	$234K	Sell	7,880 -135	-2%	-$4.1K	﹤0.01%	1715
2024 Q3	$246K	Buy	+8,015	New	+$237K	﹤0.01%	1720

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments's CGDG Position: Q1 2026 in Review

Atria Investments increased its Capital Group Dividend Growers ETF (CGDG) stake by 174% in Q1 2026, buying an estimated $440K and bringing the position to 18,923 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #1285.

Atria Investments first reported a position in CGDG in Q3 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Atria Investments held 18,923 shares of Capital Group Dividend Growers ETF worth $679K as of Q1 2026.
Atria Investments bought 12,027 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $440K.
Capital Group Dividend Growers ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1285 holding.
Atria Investments first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.