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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

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Atria Wealth Solutions's CGDG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Dividend Growers ETF (CGDG) stake by 56% in Q2 2025, selling an estimated $2.12M and leaving 51,816 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #457.

Atria Wealth Solutions first reported a position in CGDG in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.68M in Q1 2025. 188 funds tracked by Wall St. Rank hold CGDG as of Q2 2025.

  • Atria Wealth Solutions held 51,816 shares of Capital Group Dividend Growers ETF worth $1.75M as of Q2 2025.
  • Atria Wealth Solutions sold 66,626 Capital Group Dividend Growers ETF shares in Q2 2025, an estimated $2.12M.
  • Capital Group Dividend Growers ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #457 holding.
  • Atria Wealth Solutions first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's Capital Group Dividend Growers ETF position peaked at $3.68M in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.