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 Q3	$797K	Buy	21,154 +758	+4%	+$29K	0.01%	738
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

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

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

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

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services's CGDG Position: Q3 2026 in Review

Diversify Advisory Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 3.7% in Q3 2026, buying an estimated $29K and bringing the position to 21,154 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #738.

Diversify Advisory Services first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Diversify Advisory Services held 21,154 shares of Capital Group Dividend Growers ETF worth $797K as of Q3 2026.
Diversify Advisory Services bought 758 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $29K.
Capital Group Dividend Growers ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #738 holding.
Diversify Advisory Services first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
70 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.