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 Q2	$222K	Buy	5,915 +269	+5%	+$10K	0.01%	584
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 $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Financial Designs's CGDG Position: Q2 2026 in Review

Creative Financial Designs increased its Capital Group Dividend Growers ETF (CGDG) stake by 4.8% in Q2 2026, buying an estimated $10K and bringing the position to 5,915 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #584.

Creative Financial Designs first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Creative Financial Designs held 5,915 shares of Capital Group Dividend Growers ETF worth $222K as of Q2 2026.
Creative Financial Designs bought 269 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $10K.
Capital Group Dividend Growers ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #584 holding.
Creative Financial Designs first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.