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New England Capital Financial Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

New England Capital Financial 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
2025
Q2 		– Sell
-17
Closed -$520 – 422
2025
Q1 		$520 Hold
17
– – ﹤0.01% 357
2024
Q4 		$499 Buy
+17
New +$517 ﹤0.01% 376

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

New England Capital Financial Advisors's CGDG Position: Q2 2025 in Review

New England Capital Financial Advisors sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2025, closing a stake of 17 shares — an estimated $520 sold.

New England Capital Financial Advisors first reported a position in CGDG in Q4 2024 and held it in 2 quarters. The position peaked at $520 in Q1 2025. 188 funds tracked by Wall St. Rank hold CGDG as of Q2 2025.

  • New England Capital Financial Advisors reported no remaining Capital Group Dividend Growers ETF position as of Q2 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 17 Capital Group Dividend Growers ETF shares in Q2 2025, an estimated $520.
  • New England Capital Financial Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and held it in 2 quarters.
  • New England Capital Financial Advisors's Capital Group Dividend Growers ETF position peaked at $520 in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2025.

Based on New England Capital Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.