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Capital Analysts LLC’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Capital Analysts LLC’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 		$739K Buy
20,609
+12,774
+163% +$468K 0.02% 382
2025
Q4 		$279K Buy
7,835
+6,205
+381% +$218K 0.01% 549
2025
Q3 		$56K Buy
1,630
+11
+0.7% +$375 ﹤0.01% 855
2025
Q2 		$54K Buy
1,619
+7
+0.4% +$222 ﹤0.01% 792
2025
Q1 		$50K Buy
+1,612
New +$49.6K ﹤0.01% 790

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital Analysts LLC's CGDG Position: Q1 2026 in Review

Capital Analysts LLC increased its Capital Group Dividend Growers ETF (CGDG) stake by 163% in Q1 2026, buying an estimated $468K and bringing the position to 20,609 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #382.

Capital Analysts LLC first reported a position in CGDG in Q1 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Capital Analysts LLC held 20,609 shares of Capital Group Dividend Growers ETF worth $739K as of Q1 2026.
  • Capital Analysts LLC bought 12,774 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $468K.
  • Capital Group Dividend Growers ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #382 holding.
  • Capital Analysts LLC first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 5 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.