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 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 $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

Gladstone Institutional Advisory's CGDG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.4% in Q2 2026, buying an estimated $8.26K and bringing the position to 55,303 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #286.

Gladstone Institutional Advisory 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.

Gladstone Institutional Advisory held 55,303 shares of Capital Group Dividend Growers ETF worth $2.07M as of Q2 2026.
Gladstone Institutional Advisory bought 222 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $8.26K.
Capital Group Dividend Growers ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #286 holding.
Gladstone Institutional Advisory 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.