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Blueprint Investment Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Blueprint Investment Partners’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 		$1.94M Sell
51,848
-3,010
-5% -$112K 0.16% 84
2026
Q1 		$1.97M Buy
54,858
+7,560
+16% +$277K 0.2% 73
2025
Q4 		$1.69M Buy
47,298
+8,040
+20% +$283K 0.18% 75
2025
Q3 		$1.36M Buy
+39,258
New +$1.34M 0.19% 77

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

Blueprint Investment Partners's CGDG Position: Q2 2026 in Review

Blueprint Investment Partners reduced its Capital Group Dividend Growers ETF (CGDG) stake by 5.5% in Q2 2026, selling an estimated $112K and leaving 51,848 shares worth $1.94M. The position accounts for 0.16% of the portfolio, ranked #84.

Blueprint Investment Partners first reported a position in CGDG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Blueprint Investment Partners held 51,848 shares of Capital Group Dividend Growers ETF worth $1.94M as of Q2 2026.
  • Blueprint Investment Partners sold 3,010 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $112K.
  • Capital Group Dividend Growers ETF made up 0.16% of Blueprint Investment Partners's portfolio in Q2 2026, its #84 holding.
  • Blueprint Investment Partners first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 4 quarters since.
  • Blueprint Investment Partners's Capital Group Dividend Growers ETF position peaked at $1.97M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.