Creative Financial Designs’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Creative Financial Designs’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 Q1	$203K	Sell	5,646 -267	-5%	-$9.78K	0.01%	513
2025 Q4	$211K	Buy	5,913 +715	+14%	+$25.2K	0.01%	461
2025 Q3	$180K	Sell	5,198 -626	-11%	-$21.3K	0.01%	495
2025 Q2	$196K	Buy	5,824 +117	+2%	+$3.72K	0.01%	483
2025 Q1	$176K	Sell	5,707 -176	-3%	-$5.42K	0.01%	477
2024 Q4	$174K	Sell	5,883 -524	-8%	-$15.9K	0.01%	472
2024 Q3	$197K	Buy	6,407 +3,736	+140%	+$110K	0.02%	452
2024 Q2	$76K	Buy	2,671 +109	+4%	+$3.1K	0.01%	646
2024 Q1	$73.3K	Buy	2,562 +810	+46%	+$22.3K	0.01%	632
2023 Q4	$47.6K	Buy	+1,752	New	+$44.8K	﹤0.01%	694

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CGPCS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Creative Financial Designs's CGDG Position: Q1 2026 in Review

Creative Financial Designs reduced its Capital Group Dividend Growers ETF (CGDG) stake by 4.5% in Q1 2026, selling an estimated $9.78K and leaving 5,646 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #513.

Creative Financial Designs first reported a position in CGDG in Q4 2023 and has held it in 10 quarters since. The position peaked at $211K in Q4 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Creative Financial Designs held 5,646 shares of Capital Group Dividend Growers ETF worth $203K as of Q1 2026.
Creative Financial Designs sold 267 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $9.78K.
Capital Group Dividend Growers ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #513 holding.
Creative Financial Designs first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 10 quarters since.
Creative Financial Designs's Capital Group Dividend Growers ETF position peaked at $211K in Q4 2025.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.