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

LifeGoal Wealth 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	$1.53M	Sell	40,783 -2,813	-6%	-$105K	0.7%	26
2026 Q1	$1.57M	Buy	43,596 +56	+0.1%	+$2.05K	0.9%	22
2025 Q4	$1.55M	Buy	43,540 +2,458	+6%	+$86.5K	1.03%	23
2025 Q3	$1.42M	Sell	41,082 -8,161	-17%	-$278K	1.18%	19
2025 Q2	$1.66M	Sell	49,243 -19,256	-28%	-$612K	1.57%	15
2025 Q1	$2.14M	Sell	68,499 -73,645	-52%	-$2.27M	2.31%	11
2024 Q4	$4.21M	Buy	+142,144	New	+$4.32M	4.57%	6

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

LifeGoal Wealth Advisors's CGDG Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 6.5% in Q2 2026, selling an estimated $105K and leaving 40,783 shares worth $1.53M. The position accounts for 0.7% of the portfolio, ranked #26.

LifeGoal Wealth Advisors first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.21M in Q4 2024. 125 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

LifeGoal Wealth Advisors held 40,783 shares of Capital Group Dividend Growers ETF worth $1.53M as of Q2 2026.
LifeGoal Wealth Advisors sold 2,813 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $105K.
Capital Group Dividend Growers ETF made up 0.7% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #26 holding.
LifeGoal Wealth Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Capital Group Dividend Growers ETF position peaked at $4.21M in Q4 2024.
125 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.