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ICA Group Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		$1.42K Hold
50
– – ﹤0.01% 710
2024
Q1 		$1.43K Buy
50
+20
+67% +$552 ﹤0.01% 1211
2023
Q4 		$815 Buy
+30
New +$768 ﹤0.01% 1250

Other funds holding CGDG

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

ICA Group Wealth Management's CGDG Position: Q2 2024 in Review

ICA Group Wealth Management held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2024 at 50 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

ICA Group Wealth Management first reported a position in CGDG in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.43K in Q1 2024. 69 funds tracked by Wall St. Rank hold CGDG as of Q2 2024.

  • ICA Group Wealth Management held 50 shares of Capital Group Dividend Growers ETF worth $1.42K as of Q2 2024.
  • ICA Group Wealth Management left its Capital Group Dividend Growers ETF share count unchanged in Q2 2024.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #710 holding.
  • ICA Group Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's Capital Group Dividend Growers ETF position peaked at $1.43K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.