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

Latitude 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 Q2	$2.39M	Buy	63,663 +10,025	+19%	+$373K	0.95%	20
2026 Q1	$1.93M	Buy	53,638 +17,300	+48%	+$633K	0.88%	23
2025 Q4	$1.3M	Buy	36,338 +5,455	+18%	+$192K	0.57%	39
2025 Q3	$1.07M	Buy	30,883 +10,469	+51%	+$356K	0.49%	50
2025 Q2	$687K	Buy	20,414 +3,103	+18%	+$98.6K	0.35%	68
2025 Q1	$535K	Buy	+17,311	New	+$533K	0.31%	80

Other funds holding CGDG

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Latitude Advisors's CGDG Position: Q2 2026 in Review

Latitude Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 19% in Q2 2026, buying an estimated $373K and bringing the position to 63,663 shares worth $2.39M. The position accounts for 0.95% of the portfolio, ranked #20.

Latitude Advisors first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Latitude Advisors held 63,663 shares of Capital Group Dividend Growers ETF worth $2.39M as of Q2 2026.
Latitude Advisors bought 10,025 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $373K.
Capital Group Dividend Growers ETF made up 0.95% of Latitude Advisors's portfolio in Q2 2026, its #20 holding.
Latitude Advisors first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.