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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
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

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's CGDG Position: Q2 2026 in Review

IFP Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 72% in Q2 2026, buying an estimated $382K and bringing the position to 24,583 shares worth $922K. The position accounts for 0.02% of the portfolio, ranked #772.

IFP Advisors first reported a position in CGDG in Q1 2024 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • IFP Advisors held 24,583 shares of Capital Group Dividend Growers ETF worth $922K as of Q2 2026.
  • IFP Advisors bought 10,279 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $382K.
  • Capital Group Dividend Growers ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #772 holding.
  • IFP Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.