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

IFG 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	$680K	Buy	+18,142	New	+$675K	0.02%	520
2026 Q1	–	Sell	-8,618	Closed	-$307K	–	401
2025 Q4	$307K	Buy	+8,618	New	+$303K	0.01%	634

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

IFG Advisory's CGDG Position: Q2 2026 in Review

IFG Advisory opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 18,142 shares worth $680K. The stake represents 0.02% of the portfolio and ranks #520 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CGDG as recently as Q4 2025.

IFG Advisory first reported a position in CGDG in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

IFG Advisory held 18,142 shares of Capital Group Dividend Growers ETF worth $680K as of Q2 2026.
Capital Group Dividend Growers ETF was a new IFG Advisory position in Q2 2026.
Capital Group Dividend Growers ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #520 holding.
IFG Advisory first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.