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 Q2	$1.87M	Buy	49,825 +29,216	+142%	+$1.09M	0.04%	275
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 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

Capital Analysts LLC's CGDG Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Dividend Growers ETF (CGDG) stake by 142% in Q2 2026, buying an estimated $1.09M and bringing the position to 49,825 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #275.

Capital Analysts LLC first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Capital Analysts LLC held 49,825 shares of Capital Group Dividend Growers ETF worth $1.87M as of Q2 2026.
Capital Analysts LLC bought 29,216 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $1.09M.
Capital Group Dividend Growers ETF made up 0.04% of Capital Analysts LLC's portfolio in Q2 2026, its #275 holding.
Capital Analysts LLC first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.