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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
Q1 		– Sell
-9,281
Closed -$341K – 312
2025
Q4 		$341K Buy
+9,281
New +$327K 0.01% 718

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CGPCS
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Raymond James Financial
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Diversify Advisory Services's CGDG Position: Q1 2026 in Review

Diversify Advisory Services sold out of Capital Group Dividend Growers ETF (CGDG) in Q1 2026, closing a stake of 9,281 shares — an estimated $341K sold.

Diversify Advisory Services first reported a position in CGDG in Q4 2025 and held it in 1 quarter. The position peaked at $341K in Q4 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Diversify Advisory Services reported no remaining Capital Group Dividend Growers ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 9,281 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $341K.
  • Diversify Advisory Services first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Capital Group Dividend Growers ETF position peaked at $341K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.