Key Financial Inc’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Key Financial Inc’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	$1.05K	Buy	+28	New	+$1.04K	﹤0.01%	1212

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

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

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

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

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

Key Financial Inc's CGDG Position: Q2 2026 in Review

Key Financial Inc opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q2 2026: 28 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings.

280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Key Financial Inc held 28 shares of Capital Group Dividend Growers ETF worth $1.05K as of Q2 2026.
Capital Group Dividend Growers ETF was a new Key Financial Inc position in Q2 2026.
Capital Group Dividend Growers ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1212 holding.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.