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J.W. Cole Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

J.W. Cole Advisors’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 		$1.66M Buy
+44,239
New +$1.65M 0.03% 562
2026
Q1 		– Sell
-34,748
Closed -$1.24M – 865
2025
Q4 		$1.24M Buy
34,748
+15,478
+80% +$545K 0.03% 564
2025
Q3 		$668K Buy
19,270
+3,256
+20% +$111K 0.01% 884
2025
Q2 		$539K Buy
16,014
+1,861
+13% +$59.1K 0.01% 889
2025
Q1 		$437K Buy
+14,153
New +$436K 0.01% 802

Other funds holding CGDG

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

J.W. Cole Advisors's CGDG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 44,239 shares worth $1.66M. The stake represents 0.03% of the portfolio and ranks #562 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CGDG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CGDG in Q1 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • J.W. Cole Advisors held 44,239 shares of Capital Group Dividend Growers ETF worth $1.66M as of Q2 2026.
  • Capital Group Dividend Growers ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Capital Group Dividend Growers ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #562 holding.
  • J.W. Cole Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.