AWS
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Atria Wealth Solutions’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.75M Sell
51,816
-66,626
-56% -$2.12M 0.04% 457
2025
Q1 		$3.68M Buy
118,442
+23,889
+25% +$735K 0.04% 432
2024
Q4 		$2.8M Buy
94,553
+23,719
+33% +$721K 0.03% 525
2024
Q3 		$2.18M Buy
70,834
+58,409
+470% +$1.73M 0.02% 597
2024
Q2 		$356K Buy
+12,425
New +$354K ﹤0.01% 1406

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