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

IHT 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
2026 Q2	$549K	Buy	14,632 +51	+0.3%	+$1.9K	0.01%	797
2026 Q1	$523K	Sell	14,581 -621	-4%	-$22.7K	0.01%	810
2025 Q4	$542K	Buy	15,202 +4,355	+40%	+$153K	0.01%	729
2025 Q3	$376K	Buy	10,847 +70	+0.6%	+$2.38K	0.01%	836
2025 Q2	$362K	Buy	+10,777	New	+$342K	0.01%	814

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

IHT Wealth Management's CGDG Position: Q2 2026 in Review

IHT Wealth Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.35% in Q2 2026, buying an estimated $1.9K and bringing the position to 14,632 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #797.

IHT Wealth Management first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

IHT Wealth Management held 14,632 shares of Capital Group Dividend Growers ETF worth $549K as of Q2 2026.
IHT Wealth Management bought 51 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $1.9K.
Capital Group Dividend Growers ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #797 holding.
IHT Wealth Management first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.