BlueChip Wealth Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

BlueChip Wealth Advisors’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	$5.4M	Buy	143,983 +957	+0.7%	+$35.6K	2.05%	14
2026 Q1	$5.13M	Sell	143,026 -16,042	-10%	-$587K	2.25%	13
2025 Q4	$5.67M	Buy	159,068 +15,394	+11%	+$542K	2.38%	13
2025 Q3	$4.98M	Buy	143,674 +11,650	+9%	+$397K	2.13%	16
2025 Q2	$4.44M	Buy	132,024 +11,097	+9%	+$353K	1.98%	16
2025 Q1	$3.74M	Buy	+120,927	New	+$3.72M	1.83%	17

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

BlueChip Wealth Advisors's CGDG Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.67% in Q2 2026, buying an estimated $35.6K and bringing the position to 143,983 shares worth $5.4M. The position accounts for 2.05% of the portfolio, ranked #14.

BlueChip Wealth Advisors first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.67M in Q4 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

BlueChip Wealth Advisors held 143,983 shares of Capital Group Dividend Growers ETF worth $5.4M as of Q2 2026.
BlueChip Wealth Advisors bought 957 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $35.6K.
Capital Group Dividend Growers ETF made up 2.05% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #14 holding.
BlueChip Wealth Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
BlueChip Wealth Advisors's Capital Group Dividend Growers ETF position peaked at $5.67M in Q4 2025.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.