IFP Advisors
CGDG icon

IFP Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

IFP Advisors’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
Q3 		$878K Sell
23,712
-871
-4% -$33.3K 0.02% 833
2026
Q2 		$922K Buy
24,583
+10,279
+72% +$382K 0.02% 772
2026
Q1 		$514K Buy
14,304
+1,175
+9% +$43K 0.01% 950
2025
Q4 		$468K Buy
13,129
+2,335
+22% +$82.2K 0.01% 963
2025
Q3 		$374K Sell
10,794
-443
-4% -$15.1K 0.01% 972
2025
Q2 		$378K Buy
11,237
+5,410
+93% +$172K 0.01% 949
2025
Q1 		$180K Buy
5,827
+343
+6% +$10.6K 0.01% 1226
2024
Q4 		$163K Buy
5,484
+438
+9% +$13.3K 0.01% 1231
2024
Q3 		$155K Buy
5,046
+2,837
+128% +$83.9K 0.01% 1205
2024
Q2 		$62.8K Buy
2,209
+879
+66% +$25K ﹤0.01% 1565
2024
Q1 		$38.1K Buy
+1,330
New +$36.7K ﹤0.01% 1691

Other funds holding CGDG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Boyer Financial Services
Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

IFP Advisors's CGDG Position: Q3 2026 in Review

IFP Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 3.5% in Q3 2026, selling an estimated $33.3K and leaving 23,712 shares worth $878K. The position accounts for 0.02% of the portfolio, ranked #833.

IFP Advisors first reported a position in CGDG in Q1 2024 and has held it in 11 quarters since. The position peaked at $922K in Q2 2026. 116 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • IFP Advisors held 23,712 shares of Capital Group Dividend Growers ETF worth $878K as of Q3 2026.
  • IFP Advisors sold 871 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $33.3K.
  • Capital Group Dividend Growers ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #833 holding.
  • IFP Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 11 quarters since.
  • IFP Advisors's Capital Group Dividend Growers ETF position peaked at $922K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.