MOTCO’s Capital Group Dividend Growers ETF CGDG Stock Holding History

MOTCO’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 Q1	$50.8K	Buy	+1,414	New	+$51.8K	﹤0.01%	325

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MOTCO's CGDG Position: Q1 2026 in Review

MOTCO opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q1 2026: 1,414 shares worth $50.8K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings.

265 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

MOTCO held 1,414 shares of Capital Group Dividend Growers ETF worth $50.8K as of Q1 2026.
Capital Group Dividend Growers ETF was a new MOTCO position in Q1 2026.
Capital Group Dividend Growers ETF made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #325 holding.
265 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.