Benjamin Edwards Inc’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Benjamin Edwards Inc’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	$44.8M	Buy	1,193,341 +269,024	+29%	+$10M	0.41%	61
2026 Q1	$33.2M	Buy	924,317 +180,714	+24%	+$6.62M	0.33%	95
2025 Q4	$26.5M	Buy	743,603 +145,233	+24%	+$5.11M	0.29%	97
2025 Q3	$20.7M	Buy	598,370 +112,201	+23%	+$3.82M	0.23%	111
2025 Q2	$16.3M	Buy	486,169 +176,575	+57%	+$5.61M	0.21%	116
2025 Q1	$9.57M	Buy	309,594 +117,316	+61%	+$3.61M	0.13%	167
2024 Q4	$5.7M	Buy	192,278 +48,375	+34%	+$1.47M	0.08%	243
2024 Q3	$4.42M	Buy	+143,903	New	+$4.25M	0.06%	283

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Benjamin Edwards Inc's CGDG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Dividend Growers ETF (CGDG) stake by 29% in Q2 2026, buying an estimated $10M and bringing the position to 1,193,341 shares worth $44.8M. The position accounts for 0.41% of the portfolio, ranked #61.

Benjamin Edwards Inc first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Benjamin Edwards Inc held 1,193,341 shares of Capital Group Dividend Growers ETF worth $44.8M as of Q2 2026.
Benjamin Edwards Inc bought 269,024 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $10M.
Capital Group Dividend Growers ETF made up 0.41% of Benjamin Edwards Inc's portfolio in Q2 2026, its #61 holding.
Benjamin Edwards Inc first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.