CIM
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Capital Investment Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Capital Investment Management’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 		$1.65M Buy
44,040
+9,787
+29% +$364K 0.51% 44
2026
Q1 		$1.23M Buy
34,253
+3,934
+13% +$144K 0.42% 50
2025
Q4 		$1.08M Buy
+30,319
New +$1.07M 0.38% 54

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

Capital Investment Management's CGDG Position: Q2 2026 in Review

Capital Investment Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 29% in Q2 2026, buying an estimated $364K and bringing the position to 44,040 shares worth $1.65M. The position accounts for 0.51% of the portfolio, ranked #44.

Capital Investment Management first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Capital Investment Management held 44,040 shares of Capital Group Dividend Growers ETF worth $1.65M as of Q2 2026.
  • Capital Investment Management bought 9,787 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $364K.
  • Capital Group Dividend Growers ETF made up 0.51% of Capital Investment Management's portfolio in Q2 2026, its #44 holding.
  • Capital Investment Management first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.