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 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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors's CGDG Position: Q1 2026 in Review

IFP Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 8.9% in Q1 2026, buying an estimated $43K and bringing the position to 14,304 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #950.

IFP Advisors first reported a position in CGDG in Q1 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

IFP Advisors held 14,304 shares of Capital Group Dividend Growers ETF worth $514K as of Q1 2026.
IFP Advisors bought 1,175 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $43K.
Capital Group Dividend Growers ETF made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #950 holding.
IFP Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.