Kestra Private Wealth Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Kestra Private Wealth Services’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	$1.23M	Buy	34,268 +2,980	+10%	+$109K	0.02%	738
2025 Q4	$1.12M	Buy	31,288 +2,814	+10%	+$99K	0.01%	763
2025 Q3	$987K	Buy	28,474 +5,688	+25%	+$194K	0.01%	789
2025 Q2	$766K	Buy	+22,786	New	+$724K	0.01%	843

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Private Wealth Services's CGDG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 9.5% in Q1 2026, buying an estimated $109K and bringing the position to 34,268 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #738.

Kestra Private Wealth Services first reported a position in CGDG in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Kestra Private Wealth Services held 34,268 shares of Capital Group Dividend Growers ETF worth $1.23M as of Q1 2026.
Kestra Private Wealth Services bought 2,980 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $109K.
Capital Group Dividend Growers ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #738 holding.
Kestra Private Wealth Services first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 4 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.