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Cape Investment Advisory’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Cape Investment Advisory’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 		$16.9K Buy
+450
New +$16.7K ﹤0.01% 734

Other funds holding CGDG

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cape Investment Advisory's CGDG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 450 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings.

85 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Cape Investment Advisory held 450 shares of Capital Group Dividend Growers ETF worth $16.9K as of Q2 2026.
  • Capital Group Dividend Growers ETF was a new Cape Investment Advisory position in Q2 2026.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #734 holding.
  • 85 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.