DAS
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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
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
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

Dynamic Advisor Solutions's CGDG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Dividend Growers ETF (CGDG) stake by 1.1% in Q2 2026, selling an estimated $11.8K and leaving 29,761 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #461.

Dynamic Advisor Solutions first reported a position in CGDG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q3 2025. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Dynamic Advisor Solutions held 29,761 shares of Capital Group Dividend Growers ETF worth $1.12M as of Q2 2026.
  • Dynamic Advisor Solutions sold 317 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $11.8K.
  • Capital Group Dividend Growers ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #461 holding.
  • Dynamic Advisor Solutions first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 9 quarters since.
  • Dynamic Advisor Solutions's Capital Group Dividend Growers ETF position peaked at $1.71M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.