January Capital Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

January Capital 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 Q1	$672K	Buy	+18,728	New	+$686K	0.91%	26

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

January Capital Advisors's CGDG Position: Q1 2026 in Review

January Capital Advisors opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q1 2026: 18,728 shares worth $672K. The stake represents 0.91% of the portfolio and ranks #26 among its holdings.

266 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

January Capital Advisors held 18,728 shares of Capital Group Dividend Growers ETF worth $672K as of Q1 2026.
Capital Group Dividend Growers ETF was a new January Capital Advisors position in Q1 2026.
Capital Group Dividend Growers ETF made up 0.91% of January Capital Advisors's portfolio in Q1 2026, its #26 holding.
266 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.