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

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

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. 280 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.
280 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.