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Independent Advisor Alliance’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Independent Advisor Alliance’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 		– Sell
-116,581
Closed -$4.19M – 1121
2026
Q1 		$4.19M Buy
+116,581
New +$4.27M 0.04% 358
2025
Q1 		– Sell
-16,341
Closed -$484K – 882
2024
Q4 		$484K Buy
+16,341
New +$497K 0.01% 970

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

Independent Advisor Alliance's CGDG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2026, closing a stake of 116,581 shares — an estimated $4.19M sold.

Independent Advisor Alliance first reported a position in CGDG in Q4 2024 and held it in 2 quarters. The position peaked at $4.19M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 116,581 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $4.19M.
  • Independent Advisor Alliance first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Capital Group Dividend Growers ETF position peaked at $4.19M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.