Janney Montgomery Scott
CGDG icon

Janney Montgomery Scott’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Janney Montgomery Scott’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 		$34.1M Buy
908,136
+154,303
+20% +$5.74M 0.07% 292
2026
Q1 		$27.1M Buy
753,833
+225,460
+43% +$8.26M 0.07% 280
2025
Q4 		$18.8M Buy
528,373
+135,424
+34% +$4.76M 0.04% 388
2025
Q3 		$13.6M Buy
392,949
+196,449
+100% +$6.69M 0.03% 489
2025
Q2 		$6.61M Buy
196,500
+40,881
+26% +$1.3M 0.02% 714
2025
Q1 		$4.81M Buy
155,619
+4,517
+3% +$139K 0.01% 790
2024
Q4 		$4.48M Buy
151,102
+16,940
+13% +$515K 0.01% 816
2024
Q3 		$4.12M Buy
134,162
+122,998
+1,102% +$3.64M 0.01% 824
2024
Q2 		$318K Buy
+11,164
New +$318K ﹤0.01% 2179

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

Janney Montgomery Scott's CGDG Position: Q2 2026 in Review

Janney Montgomery Scott increased its Capital Group Dividend Growers ETF (CGDG) stake by 20% in Q2 2026, buying an estimated $5.74M and bringing the position to 908,136 shares worth $34.1M. The position accounts for 0.07% of the portfolio, ranked #292.

Janney Montgomery Scott first reported a position in CGDG in Q2 2024 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Janney Montgomery Scott held 908,136 shares of Capital Group Dividend Growers ETF worth $34.1M as of Q2 2026.
  • Janney Montgomery Scott bought 154,303 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $5.74M.
  • Capital Group Dividend Growers ETF made up 0.07% of Janney Montgomery Scott's portfolio in Q2 2026, its #292 holding.
  • Janney Montgomery Scott first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 9 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.