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

Independent Financial Group’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 		$1.22M Buy
32,525
+1,538
+5% +$57.2K 0.02% 613
2026
Q1 		$1.11M Sell
30,987
-3,615
-10% -$132K 0.03% 593
2025
Q4 		$1.23M Buy
34,602
+8,893
+35% +$313K 0.03% 546
2025
Q3 		$891K Buy
25,709
+4,984
+24% +$170K 0.02% 640
2025
Q2 		$697K Buy
+20,725
New +$658K 0.02% 657

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 Financial Group's CGDG Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 5% in Q2 2026, buying an estimated $57.2K and bringing the position to 32,525 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #613.

Independent Financial Group first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q4 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Independent Financial Group held 32,525 shares of Capital Group Dividend Growers ETF worth $1.22M as of Q2 2026.
  • Independent Financial Group bought 1,538 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $57.2K.
  • Capital Group Dividend Growers ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #613 holding.
  • Independent Financial Group first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Capital Group Dividend Growers ETF position peaked at $1.23M in Q4 2025.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.