MPWM Advisory Solutions’s Capital Group Dividend Growers ETF CGDG Stock Holding History

MPWM Advisory Solutions’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	$9.83K	Hold	262	–	–	﹤0.01%	357
2026 Q1	$9.41K	Hold	262	–	–	0.01%	349
2025 Q4	$9.34K	Hold	262	–	–	0.01%	329
2025 Q3	$9.08K	Hold	262	–	–	0.01%	307
2025 Q2	$8.81K	Buy	+262	New	+$8.32K	0.01%	314

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

MPWM Advisory Solutions's CGDG Position: Q2 2026 in Review

MPWM Advisory Solutions held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 262 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

MPWM Advisory Solutions first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

MPWM Advisory Solutions held 262 shares of Capital Group Dividend Growers ETF worth $9.83K as of Q2 2026.
MPWM Advisory Solutions left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
Capital Group Dividend Growers ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #357 holding.
MPWM Advisory Solutions first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.