Equitable Holdings’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Equitable Holdings’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	$5.81M	Buy	155,024 +10,095	+7%	+$376K	0.03%	410
2026 Q1	$5.17M	Buy	144,929 +60,535	+72%	+$2.22M	0.03%	423
2025 Q4	$3.01M	Buy	84,394 +15,098	+22%	+$531K	0.02%	510
2025 Q3	$2.4M	Buy	69,296 +19,095	+38%	+$650K	0.02%	548
2025 Q2	$1.69M	Buy	50,201 +26,858	+115%	+$853K	0.01%	625
2025 Q1	$721K	Buy	23,343 +11,174	+92%	+$344K	0.01%	807
2024 Q4	$361K	Buy	+12,169	New	+$370K	﹤0.01%	983

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

Equitable Holdings's CGDG Position: Q2 2026 in Review

Equitable Holdings increased its Capital Group Dividend Growers ETF (CGDG) stake by 7% in Q2 2026, buying an estimated $376K and bringing the position to 155,024 shares worth $5.81M. The position accounts for 0.03% of the portfolio, ranked #410.

Equitable Holdings first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Equitable Holdings held 155,024 shares of Capital Group Dividend Growers ETF worth $5.81M as of Q2 2026.
Equitable Holdings bought 10,095 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $376K.
Capital Group Dividend Growers ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #410 holding.
Equitable Holdings first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.