Diversify Advisory Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Diversify Advisory Services’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	$780K	Buy	+20,396	New	+$759K	0.01%	723
2026 Q1	–	Sell	-9,281	Closed	-$341K	–	312
2025 Q4	$341K	Buy	+9,281	New	+$327K	0.01%	718

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

Diversify Advisory Services's CGDG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 20,396 shares worth $780K. The stake represents 0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CGDG as recently as Q4 2025.

Diversify Advisory Services first reported a position in CGDG in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Diversify Advisory Services held 20,396 shares of Capital Group Dividend Growers ETF worth $780K as of Q2 2026.
Capital Group Dividend Growers ETF was a new Diversify Advisory Services position in Q2 2026.
Capital Group Dividend Growers ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #723 holding.
Diversify Advisory Services first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.