Blueprint Financial Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Blueprint Financial 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	$1.93M	Sell	51,452 -3,268	-6%	-$122K	0.21%	71
2026 Q1	$1.96M	Buy	54,720 +7,422	+16%	+$272K	0.29%	56
2025 Q4	$1.69M	Buy	47,298 +8,040	+20%	+$283K	0.26%	61
2025 Q3	$1.36M	Buy	+39,258	New	+$1.34M	0.29%	63

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 22.9% 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

Blueprint Financial Advisors's CGDG Position: Q2 2026 in Review

Blueprint Financial Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 6% in Q2 2026, selling an estimated $122K and leaving 51,452 shares worth $1.93M. The position accounts for 0.21% of the portfolio, ranked #71.

Blueprint Financial Advisors first reported a position in CGDG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.96M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Blueprint Financial Advisors held 51,452 shares of Capital Group Dividend Growers ETF worth $1.93M as of Q2 2026.
Blueprint Financial Advisors sold 3,268 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $122K.
Capital Group Dividend Growers ETF made up 0.21% of Blueprint Financial Advisors's portfolio in Q2 2026, its #71 holding.
Blueprint Financial Advisors first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 4 quarters since.
Blueprint Financial Advisors's Capital Group Dividend Growers ETF position peaked at $1.96M in Q1 2026.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.