Cambridge Investment Research Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Cambridge Investment Research 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	$62M	Buy	1,652,776 +65,554	+4%	+$2.44M	0.14%	131
2026 Q1	$57M	Buy	1,587,222 +256,719	+19%	+$9.4M	0.15%	126
2025 Q4	$47.4M	Buy	1,330,503 +421,420	+46%	+$14.8M	0.13%	153
2025 Q3	$31.5M	Buy	909,083 +88,606	+11%	+$3.02M	0.09%	234
2025 Q2	$27.6M	Buy	820,477 +216,001	+36%	+$6.86M	0.08%	244
2025 Q1	$18.7M	Buy	604,476 +120,192	+25%	+$3.7M	0.06%	304
2024 Q4	$14.4M	Buy	484,284 +80,683	+20%	+$2.45M	0.05%	375
2024 Q3	$12.4M	Buy	403,601 +258,007	+177%	+$7.63M	0.04%	425
2024 Q2	$4.14M	Buy	145,594 +74,560	+105%	+$2.12M	0.02%	855
2024 Q1	$2.03M	Buy	71,034 +34,054	+92%	+$939K	0.01%	1251
2023 Q4	$1M	Buy	+36,980	New	+$946K	﹤0.01%	1656

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

Cambridge Investment Research Advisors's CGDG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 4.1% in Q2 2026, buying an estimated $2.44M and bringing the position to 1,652,776 shares worth $62M. The position accounts for 0.14% of the portfolio, ranked #131.

Cambridge Investment Research Advisors first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Cambridge Investment Research Advisors held 1,652,776 shares of Capital Group Dividend Growers ETF worth $62M as of Q2 2026.
Cambridge Investment Research Advisors bought 65,554 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $2.44M.
Capital Group Dividend Growers ETF made up 0.14% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #131 holding.
Cambridge Investment Research Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.