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

OneDigital Investment 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 		$675K Buy
18,007
+1
+0% +$37 0.01% 906
2026
Q1 		$646K Sell
18,006
-688
-4% -$25.2K 0.01% 849
2025
Q4 		$666K Buy
+18,694
New +$658K 0.01% 832

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OneDigital Investment Advisors's CGDG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.01% in Q2 2026, buying an estimated $37 and bringing the position to 18,007 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #906.

OneDigital Investment Advisors first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • OneDigital Investment Advisors held 18,007 shares of Capital Group Dividend Growers ETF worth $675K as of Q2 2026.
  • OneDigital Investment Advisors bought 1 Capital Group Dividend Growers ETF share in Q2 2026, an estimated $37.
  • Capital Group Dividend Growers ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #906 holding.
  • OneDigital Investment Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.