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

Clearstead 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
2026 Q3	$57.7K	Buy	+1,557	New	+$59.6K	﹤0.01%	1410

Other funds holding CGDG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Clearstead Advisors's CGDG Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q3 2026: 1,557 shares worth $57.7K. The stake represents ﹤0.01% of the portfolio and ranks #1410 among its holdings.

194 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Clearstead Advisors held 1,557 shares of Capital Group Dividend Growers ETF worth $57.7K as of Q3 2026.
Capital Group Dividend Growers ETF was a new Clearstead Advisors position in Q3 2026.
Capital Group Dividend Growers ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1410 holding.
194 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.