Insigneo Advisory Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Insigneo Advisory Services’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	–	Sell	-16,278	Closed	-$580K	–	765
2025 Q4	$580K	Buy	16,278 +100	+0.6%	+$3.52K	0.04%	328
2025 Q3	$561K	Buy	16,178 +250	+2%	+$8.51K	0.04%	336
2025 Q2	$536K	Hold	15,928	–	–	0.05%	327
2025 Q1	$492K	Hold	15,928	–	–	0.05%	312
2024 Q4	$472K	Hold	15,928	–	–	0.05%	307
2024 Q3	$489K	Buy	+15,928	New	+$471K	0.05%	320

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

Insigneo Advisory Services's CGDG Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Capital Group Dividend Growers ETF (CGDG) in Q1 2026, closing a stake of 16,278 shares — an estimated $580K sold.

Insigneo Advisory Services first reported a position in CGDG in Q3 2024 and held it in 6 quarters. The position peaked at $580K in Q4 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Insigneo Advisory Services reported no remaining Capital Group Dividend Growers ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 16,278 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $580K.
Insigneo Advisory Services first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and held it in 6 quarters.
Insigneo Advisory Services's Capital Group Dividend Growers ETF position peaked at $580K in Q4 2025.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.