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MassMutual Private Wealth & Trust’s Capital Group Dividend Growers ETF CGDG Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-157
Closed -$5.64K – 2413
2026
Q1 		$5.64K Buy
+157
New +$5.75K ﹤0.01% 1627
2025
Q3 		– Sell
-4
Closed -$135 – 2380
2025
Q2 		$135 Hold
4
– – ﹤0.01% 2317
2025
Q1 		$124 Buy
+4
New +$123 ﹤0.01% 2318

Other funds holding CGDG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
AssetMark Inc
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

MassMutual Private Wealth & Trust's CGDG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2026, closing a stake of 157 shares — an estimated $5.64K sold.

MassMutual Private Wealth & Trust first reported a position in CGDG in Q1 2025 and held it in 3 quarters. The position peaked at $5.64K in Q1 2026. 150 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Capital Group Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 157 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $5.64K.
  • MassMutual Private Wealth & Trust first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Capital Group Dividend Growers ETF position peaked at $5.64K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.