Avantax Advisory Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Avantax Advisory Services’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	$9.94M	Buy	295,664 +216,716	+275%	+$6.88M	0.05%	271
2025 Q1	$2.44M	Buy	78,948 +23,804	+43%	+$733K	0.01%	662
2024 Q4	$1.63M	Buy	55,144 +35,412	+179%	+$1.08M	0.01%	820
2024 Q3	$606K	Buy	+19,732	New	+$583K	﹤0.01%	1287

Other funds holding CGDG

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

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

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

CGPCS

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Avantax Advisory Services's CGDG Position: Q2 2025 in Review

Avantax Advisory Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 275% in Q2 2025, buying an estimated $6.88M and bringing the position to 295,664 shares worth $9.94M. The position accounts for 0.05% of the portfolio, ranked #271.

Avantax Advisory Services first reported a position in CGDG in Q3 2024 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold CGDG as of Q2 2025.

Avantax Advisory Services held 295,664 shares of Capital Group Dividend Growers ETF worth $9.94M as of Q2 2025.
Avantax Advisory Services bought 216,716 Capital Group Dividend Growers ETF shares in Q2 2025, an estimated $6.88M.
Capital Group Dividend Growers ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #271 holding.
Avantax Advisory Services first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 4 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.