Koshinski Asset Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Koshinski Asset Management’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	$1.95M	Buy	52,099 +395	+0.8%	+$14.7K	0.1%	185
2026 Q1	$1.86M	Buy	51,704 +8,051	+18%	+$295K	0.12%	166
2025 Q4	$1.56M	Sell	43,653 -14,164	-24%	-$498K	0.1%	189
2025 Q3	$2M	Buy	57,817 +12,756	+28%	+$434K	0.13%	156
2025 Q2	$1.52M	Buy	45,061 +2,420	+6%	+$76.9K	0.11%	179
2025 Q1	$1.32M	Buy	42,641 +16,746	+65%	+$515K	0.11%	190
2024 Q4	$768K	Buy	25,895 +9,115	+54%	+$277K	0.07%	292
2024 Q3	$515K	Buy	+16,780	New	+$496K	0.04%	365

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

Koshinski Asset Management's CGDG Position: Q2 2026 in Review

Koshinski Asset Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.76% in Q2 2026, buying an estimated $14.7K and bringing the position to 52,099 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #185.

Koshinski Asset Management first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2M in Q3 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Koshinski Asset Management held 52,099 shares of Capital Group Dividend Growers ETF worth $1.95M as of Q2 2026.
Koshinski Asset Management bought 395 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $14.7K.
Capital Group Dividend Growers ETF made up 0.1% of Koshinski Asset Management's portfolio in Q2 2026, its #185 holding.
Koshinski Asset Management first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
Koshinski Asset Management's Capital Group Dividend Growers ETF position peaked at $2M in Q3 2025.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.