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CarsonAllaria Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

CarsonAllaria Wealth 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
2025
Q2 		– Sell
-552
Closed -$17.1K – 363
2025
Q1 		$17.1K Hold
552
– – 0.01% 206
2024
Q4 		$16.4K Hold
552
– – 0.01% 211
2024
Q3 		$17K Hold
552
– – 0.01% 218
2024
Q2 		$15.7K Buy
552
+2
+0.4% +$57 0.01% 212
2024
Q1 		$15.7K Buy
+550
New +$15.2K 0.01% 207

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return

CarsonAllaria Wealth Management's CGDG Position: Q2 2025 in Review

CarsonAllaria Wealth Management sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2025, closing a stake of 552 shares — an estimated $17.1K sold.

CarsonAllaria Wealth Management first reported a position in CGDG in Q1 2024 and held it in 5 quarters. The position peaked at $17.1K in Q1 2025. 188 funds tracked by Wall St. Rank hold CGDG as of Q2 2025.

  • CarsonAllaria Wealth Management reported no remaining Capital Group Dividend Growers ETF position as of Q2 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 552 Capital Group Dividend Growers ETF shares in Q2 2025, an estimated $17.1K.
  • CarsonAllaria Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's Capital Group Dividend Growers ETF position peaked at $17.1K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.