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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gladstone Institutional Advisory's CGDG Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Capital Group Dividend Growers ETF (CGDG) stake by 2.1% in Q1 2026, selling an estimated $44.1K and leaving 55,081 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #267.

Gladstone Institutional Advisory first reported a position in CGDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.01M in Q4 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Gladstone Institutional Advisory held 55,081 shares of Capital Group Dividend Growers ETF worth $1.98M as of Q1 2026.
  • Gladstone Institutional Advisory sold 1,204 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $44.1K.
  • Capital Group Dividend Growers ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #267 holding.
  • Gladstone Institutional Advisory first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 6 quarters since.
  • Gladstone Institutional Advisory's Capital Group Dividend Growers ETF position peaked at $2.01M in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.