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

Cetera Investment Advisers’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 		$158M Buy
4,206,692
+336,243
+9% +$12.5M 0.14% 124
2026
Q1 		$139M Buy
3,870,449
+648,834
+20% +$23.8M 0.15% 122
2025
Q4 		$115M Buy
3,221,615
+502,355
+18% +$17.7M 0.13% 141
2025
Q3 		$94.2M Buy
2,719,260
+961,055
+55% +$32.7M 0.11% 170
2025
Q2 		$59.1M Buy
1,758,205
+199,892
+13% +$6.35M 0.1% 200
2025
Q1 		$48.2M Buy
1,558,313
+367,801
+31% +$11.3M 0.09% 225
2024
Q4 		$35.3M Buy
1,190,512
+307,326
+35% +$9.34M 0.07% 269
2024
Q3 		$27.1M Buy
883,186
+476,236
+117% +$14.1M 0.06% 329
2024
Q2 		$11.6M Buy
406,950
+365,042
+871% +$10.4M 0.03% 609
2024
Q1 		$1.2M Buy
+41,908
New +$1.16M ﹤0.01% 1936

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers's CGDG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Dividend Growers ETF (CGDG) stake by 8.7% in Q2 2026, buying an estimated $12.5M and bringing the position to 4,206,692 shares worth $158M. The position accounts for 0.14% of the portfolio, ranked #124.

Cetera Investment Advisers first reported a position in CGDG in Q1 2024 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Cetera Investment Advisers held 4,206,692 shares of Capital Group Dividend Growers ETF worth $158M as of Q2 2026.
  • Cetera Investment Advisers bought 336,243 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $12.5M.
  • Capital Group Dividend Growers ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q2 2026, its #124 holding.
  • Cetera Investment Advisers first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.