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Financial Life Planners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Financial Life Planners’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 		– Sell
-86
Closed -$3.09K – 346
2026
Q1 		$3.09K Buy
+86
New +$3.15K ﹤0.01% 292

Other funds holding CGDG

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Life Planners's CGDG Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2026, closing a stake of 86 shares — an estimated $3.09K sold.

Financial Life Planners first reported a position in CGDG in Q1 2026 and held it in 1 quarter. The position peaked at $3.09K in Q1 2026. 131 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Financial Life Planners reported no remaining Capital Group Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 86 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $3.09K.
  • Financial Life Planners first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and held it in 1 quarter.
  • Financial Life Planners's Capital Group Dividend Growers ETF position peaked at $3.09K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.