Envestnet Portfolio Solutions’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Envestnet Portfolio 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	$8.2M	Buy	218,709 +31,673	+17%	+$1.18M	0.04%	253
2026 Q1	$6.71M	Sell	187,036 -481	-0.3%	-$17.6K	0.04%	240
2025 Q4	$6.68M	Buy	187,517 +20,346	+12%	+$716K	0.02%	315
2025 Q3	$5.79M	Buy	167,171 +32,844	+24%	+$1.12M	0.02%	324
2025 Q2	$4.52M	Sell	134,327 -66,574	-33%	-$2.12M	0.02%	390
2025 Q1	$6.21M	Buy	200,901 +13,784	+7%	+$424K	0.02%	315
2024 Q4	$5.55M	Buy	187,117 +25,991	+16%	+$790K	0.02%	371
2024 Q3	$4.95M	Buy	161,126 +134,986	+516%	+$3.99M	0.02%	395
2024 Q2	$744K	Buy	+26,140	New	+$744K	﹤0.01%	970

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

Envestnet Portfolio Solutions's CGDG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Dividend Growers ETF (CGDG) stake by 17% in Q2 2026, buying an estimated $1.18M and bringing the position to 218,709 shares worth $8.2M. The position accounts for 0.04% of the portfolio, ranked #253.

Envestnet Portfolio Solutions first reported a position in CGDG in Q2 2024 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Envestnet Portfolio Solutions held 218,709 shares of Capital Group Dividend Growers ETF worth $8.2M as of Q2 2026.
Envestnet Portfolio Solutions bought 31,673 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $1.18M.
Capital Group Dividend Growers ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #253 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 9 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.