Dynamic Advisor Solutions’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Dynamic Advisor Solutions’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	$967K	Sell	26,123 -3,638	-12%	-$139K	0.03%	477
2026 Q2	$1.12M	Sell	29,761 -317	-1%	-$11.8K	0.03%	461
2026 Q1	$1.08M	Buy	30,078 +345	+1%	+$12.6K	0.03%	442
2025 Q4	$1.06M	Sell	29,733 -19,538	-40%	-$687K	0.03%	446
2025 Q3	$1.71M	Buy	49,271 +178	+0.4%	+$6.06K	0.05%	353
2025 Q2	$1.65M	Sell	49,093 -5,935	-11%	-$189K	0.05%	339
2025 Q1	$1.7M	Buy	55,028 +4,472	+9%	+$138K	0.06%	309
2024 Q4	$1.5M	Sell	50,556 -462	-0.9%	-$14K	0.06%	255
2024 Q3	$1.57M	Buy	51,018 +2,972	+6%	+$87.9K	0.05%	346
2024 Q2	$1.37M	Buy	+48,046	New	+$1.37M	0.04%	378

Other funds holding CGDG

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

SRWM

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

LWM

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Dynamic Advisor Solutions's CGDG Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Dividend Growers ETF (CGDG) stake by 12% in Q3 2026, selling an estimated $139K and leaving 26,123 shares worth $967K. The position accounts for 0.03% of the portfolio, ranked #477.

Dynamic Advisor Solutions first reported a position in CGDG in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q3 2025. 54 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Dynamic Advisor Solutions held 26,123 shares of Capital Group Dividend Growers ETF worth $967K as of Q3 2026.
Dynamic Advisor Solutions sold 3,638 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $139K.
Capital Group Dividend Growers ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #477 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Capital Group Dividend Growers ETF position peaked at $1.71M in Q3 2025.
54 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.