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

Mutual 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	$3.06M	Buy	81,665 +36,690	+82%	+$1.37M	0.06%	308
2026 Q1	$1.61M	Buy	44,975 +8,445	+23%	+$309K	0.03%	439
2025 Q4	$1.3M	Buy	36,530 +5,080	+16%	+$179K	0.03%	489
2025 Q3	$1.1M	Buy	31,450 +2,955	+10%	+$101K	0.02%	537
2025 Q2	$976K	Buy	28,495 +4,729	+20%	+$150K	0.02%	528
2025 Q1	$734K	Buy	+23,766	New	+$731K	0.02%	561
2024 Q4	–	Sell	-13,005	Closed	-$399K	–	1083
2024 Q3	$399K	Buy	13,005 +4,032	+45%	+$119K	0.01%	784
2024 Q2	$261K	Buy	+8,973	New	+$255K	0.01%	945

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

Mutual Advisors's CGDG Position: Q2 2026 in Review

Mutual Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 82% in Q2 2026, buying an estimated $1.37M and bringing the position to 81,665 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #308.

Mutual Advisors first reported a position in CGDG in Q2 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Mutual Advisors held 81,665 shares of Capital Group Dividend Growers ETF worth $3.06M as of Q2 2026.
Mutual Advisors bought 36,690 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $1.37M.
Capital Group Dividend Growers ETF made up 0.06% of Mutual Advisors's portfolio in Q2 2026, its #308 holding.
Mutual Advisors first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.