Gladstone Institutional Advisory’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Gladstone Institutional Advisory’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 Q3	$2.06M	Buy	55,702 +399	+0.7%	+$15.3K	0.06%	307
2026 Q2	$2.07M	Buy	55,303 +222	+0.4%	+$8.26K	0.07%	286
2026 Q1	$1.98M	Sell	55,081 -1,204	-2%	-$44.1K	0.07%	267
2025 Q4	$2.01M	Buy	56,285 +9,034	+19%	+$318K	0.08%	253
2025 Q3	$1.64M	Buy	47,251 +4,654	+11%	+$158K	0.06%	279
2025 Q2	$1.43M	Buy	42,597 +11,246	+36%	+$357K	0.06%	290
2025 Q1	$969K	Buy	31,351 +10,404	+50%	+$320K	0.05%	332
2024 Q4	$621K	Buy	+20,947	New	+$637K	0.03%	414

Other funds holding CGDG

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Gladstone Institutional Advisory's CGDG Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.72% in Q3 2026, buying an estimated $15.3K and bringing the position to 55,702 shares worth $2.06M. The position accounts for 0.06% of the portfolio, ranked #307.

Gladstone Institutional Advisory first reported a position in CGDG in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q2 2026. 263 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Gladstone Institutional Advisory held 55,702 shares of Capital Group Dividend Growers ETF worth $2.06M as of Q3 2026.
Gladstone Institutional Advisory bought 399 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $15.3K.
Capital Group Dividend Growers ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #307 holding.
Gladstone Institutional Advisory first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's Capital Group Dividend Growers ETF position peaked at $2.07M in Q2 2026.
263 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.