Gutierrez Wealth Advisory’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Gutierrez Wealth 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	$719K	Buy	19,170 +106	+0.6%	+$3.94K	0.42%	30
2026 Q1	$684K	Buy	19,064 +3,130	+20%	+$115K	0.43%	30
2025 Q4	$568K	Buy	15,934 +4,058	+34%	+$143K	0.36%	32
2025 Q3	$411K	Buy	11,876 +2,679	+29%	+$91.2K	0.26%	37
2025 Q2	$309K	Buy	+9,197	New	+$292K	0.21%	46

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

Gutierrez Wealth Advisory's CGDG Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.56% in Q2 2026, buying an estimated $3.94K and bringing the position to 19,170 shares worth $719K. The position accounts for 0.42% of the portfolio, ranked #30.

Gutierrez Wealth Advisory first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Gutierrez Wealth Advisory held 19,170 shares of Capital Group Dividend Growers ETF worth $719K as of Q2 2026.
Gutierrez Wealth Advisory bought 106 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $3.94K.
Capital Group Dividend Growers ETF made up 0.42% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #30 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.