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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
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

Wealth Enhancement Advisory Services
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
DC
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
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CX Institutional's CGDG Position: Q2 2026 in Review

CX Institutional increased its Capital Group Dividend Growers ETF (CGDG) stake by 121% in Q2 2026, buying an estimated $35.4K and bringing the position to 1,737 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

CX Institutional first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • CX Institutional held 1,737 shares of Capital Group Dividend Growers ETF worth $65K as of Q2 2026.
  • CX Institutional bought 952 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $35.4K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #936 holding.
  • CX Institutional first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.