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Kerntke Otto McGlone Wealth Management Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$220K Buy
5,854
+242
+4% +$9K 0.13% 89
2026
Q1 		$201K Buy
+5,612
New +$206K 0.14% 87

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

Kerntke Otto McGlone Wealth Management Group's CGDG Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 4.3% in Q2 2026, buying an estimated $9K and bringing the position to 5,854 shares worth $220K. The position accounts for 0.13% of the portfolio, ranked #89.

Kerntke Otto McGlone Wealth Management Group first reported a position in CGDG in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 5,854 shares of Capital Group Dividend Growers ETF worth $220K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 242 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $9K.
  • Capital Group Dividend Growers ETF made up 0.13% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #89 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.