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

CWS Financial 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	$1.98M	Sell	52,919 -112	-0.2%	-$4.17K	0.44%	32
2026 Q1	$1.9M	Buy	53,031 +1,145	+2%	+$41.9K	0.49%	31
2025 Q4	$1.85M	Buy	51,886 +4,359	+9%	+$153K	0.5%	30
2025 Q3	$1.65M	Buy	47,527 +4,122	+9%	+$140K	0.46%	31
2025 Q2	$1.46M	Buy	43,405 +17,638	+68%	+$560K	0.42%	34
2025 Q1	$796K	Buy	25,767 +9,073	+54%	+$279K	0.25%	50
2024 Q4	$495K	Buy	16,694 +5,119	+44%	+$156K	0.16%	71
2024 Q3	$356K	Buy	+11,575	New	+$342K	0.13%	87

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 22.96% 1-Year Est. Return

CGPCS

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

Wells Fargo 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

CWS Financial Advisors's CGDG Position: Q2 2026 in Review

CWS Financial Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 0.21% in Q2 2026, selling an estimated $4.17K and leaving 52,919 shares worth $1.98M. The position accounts for 0.44% of the portfolio, ranked #32.

CWS Financial Advisors first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

CWS Financial Advisors held 52,919 shares of Capital Group Dividend Growers ETF worth $1.98M as of Q2 2026.
CWS Financial Advisors sold 112 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $4.17K.
Capital Group Dividend Growers ETF made up 0.44% of CWS Financial Advisors's portfolio in Q2 2026, its #32 holding.
CWS Financial Advisors first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.