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 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 $427B AUM 29.17% 1-Year Est. Return

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

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

CGPCS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blueprint Financial Advisors's CGDG Position: Q1 2026 in Review

Blueprint Financial Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 16% in Q1 2026, buying an estimated $272K and bringing the position to 54,720 shares worth $1.96M. The position accounts for 0.29% of the portfolio, ranked #56.

Blueprint Financial Advisors first reported a position in CGDG in Q3 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Blueprint Financial Advisors held 54,720 shares of Capital Group Dividend Growers ETF worth $1.96M as of Q1 2026.
Blueprint Financial Advisors bought 7,422 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $272K.
Capital Group Dividend Growers ETF made up 0.29% of Blueprint Financial Advisors's portfolio in Q1 2026, its #56 holding.
Blueprint Financial Advisors first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 3 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.