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Blom & Howell Financial Planning’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Blom & Howell Financial Planning’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 		$1.46M Buy
38,956
+13,849
+55% +$515K 1.22% 19
2026
Q1 		$901K Buy
25,107
+5,746
+30% +$210K 0.89% 21
2025
Q4 		$690K Buy
+19,361
New +$681K 0.69% 29

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Blom & Howell Financial Planning's CGDG Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Capital Group Dividend Growers ETF (CGDG) stake by 55% in Q2 2026, buying an estimated $515K and bringing the position to 38,956 shares worth $1.46M. The position accounts for 1.22% of the portfolio, ranked #19.

Blom & Howell Financial Planning first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Blom & Howell Financial Planning held 38,956 shares of Capital Group Dividend Growers ETF worth $1.46M as of Q2 2026.
  • Blom & Howell Financial Planning bought 13,849 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $515K.
  • Capital Group Dividend Growers ETF made up 1.22% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Blom & Howell Financial Planning first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.