Cetera Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Cetera Advisors’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
2024 Q1	$251K	Buy	+8,779	New	+$242K	﹤0.01%	2063

Other funds holding CGDG

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Advisors's CGDG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q1 2024: 8,779 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #2063 among its holdings.

53 funds tracked by Wall St. Rank hold CGDG as of Q1 2024.

Cetera Advisors held 8,779 shares of Capital Group Dividend Growers ETF worth $251K as of Q1 2024.
Capital Group Dividend Growers ETF was a new Cetera Advisors position in Q1 2024.
Capital Group Dividend Growers ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2063 holding.
53 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.