J. Derek Lewis & Associates’s Capital Group Dividend Growers ETF CGDG Stock Holding History

J. Derek Lewis & Associates’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	$28.5M	Buy	760,192 +84,027	+12%	+$3.13M	5.39%	4
2026 Q1	$24.3M	Buy	676,165 +112,824	+20%	+$4.13M	5.47%	3
2025 Q4	$20.1M	Buy	+563,341	New	+$19.8M	4.7%	6

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

J. Derek Lewis & Associates's CGDG Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group Dividend Growers ETF (CGDG) stake by 12% in Q2 2026, buying an estimated $3.13M and bringing the position to 760,192 shares worth $28.5M. The position accounts for 5.39% of the portfolio, ranked #4.

J. Derek Lewis & Associates first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

J. Derek Lewis & Associates held 760,192 shares of Capital Group Dividend Growers ETF worth $28.5M as of Q2 2026.
J. Derek Lewis & Associates bought 84,027 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $3.13M.
Capital Group Dividend Growers ETF made up 5.39% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #4 holding.
J. Derek Lewis & Associates first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.