CX Institutional’s Capital Group Dividend Growers ETF CGDG Stock Holding History

CX Institutional’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	$23K	Sell	634 -1,103	-64%	-$42.2K	﹤0.01%	1195
2026 Q2	$65K	Buy	1,737 +952	+121%	+$35.4K	﹤0.01%	936
2026 Q1	$28K	Sell	785 -158	-17%	-$5.79K	﹤0.01%	1068
2025 Q4	$34K	Buy	943 +166	+21%	+$5.84K	﹤0.01%	1028
2025 Q3	$27K	Buy	777 +158	+26%	+$5.38K	﹤0.01%	1047
2025 Q2	$21K	Buy	619 +279	+82%	+$8.86K	﹤0.01%	953
2025 Q1	$11K	Buy	+340	New	+$10.5K	﹤0.01%	1002

Other funds holding CGDG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

CX Institutional's CGDG Position: Q3 2026 in Review

CX Institutional reduced its Capital Group Dividend Growers ETF (CGDG) stake by 64% in Q3 2026, selling an estimated $42.2K and leaving 634 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

CX Institutional first reported a position in CGDG in Q1 2025 and has held it in 7 quarters since. The position peaked at $65K in Q2 2026. 83 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

CX Institutional held 634 shares of Capital Group Dividend Growers ETF worth $23K as of Q3 2026.
CX Institutional sold 1,103 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $42.2K.
Capital Group Dividend Growers ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1195 holding.
CX Institutional first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Capital Group Dividend Growers ETF position peaked at $65K in Q2 2026.
83 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.