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

CoreCap 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 Q2	$28.1K	Buy	748 +700	+1,458%	+$26K	﹤0.01%	1662
2026 Q1	$1.72K	Hold	48	–	–	﹤0.01%	2443
2025 Q4	$1.71K	Buy	+48	New	+$1.69K	﹤0.01%	2512
2025 Q2	–	Sell	-146	Closed	-$4.51K	–	2848
2025 Q1	$4.51K	Buy	146 +47	+47%	+$1.45K	﹤0.01%	2124
2024 Q4	$2.93K	Buy	+99	New	+$3.01K	﹤0.01%	2121

Other funds holding CGDG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CoreCap Advisors's CGDG Position: Q2 2026 in Review

CoreCap Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 1,458% in Q2 2026, buying an estimated $26K and bringing the position to 748 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

CoreCap Advisors first reported a position in CGDG in Q4 2024 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

CoreCap Advisors held 748 shares of Capital Group Dividend Growers ETF worth $28.1K as of Q2 2026.
CoreCap Advisors bought 700 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $26K.
Capital Group Dividend Growers ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1662 holding.
CoreCap Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.