Onyx Bridge Wealth Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Onyx Bridge Wealth Group’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	$16.4M	Buy	437,428 +13,362	+3%	+$497K	1.48%	12
2026 Q1	$15.2M	Buy	424,066 +9,543	+2%	+$349K	1.64%	10
2025 Q4	$14.8M	Buy	414,523 +7,617	+2%	+$268K	1.57%	11
2025 Q3	$14.1M	Buy	406,906 +121,565	+43%	+$4.14M	1.53%	14
2025 Q2	$9.6M	Buy	+285,341	New	+$9.07M	1.27%	22

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 22.9% 1-Year Est. Return

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

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

Onyx Bridge Wealth Group's CGDG Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 3.2% in Q2 2026, buying an estimated $497K and bringing the position to 437,428 shares worth $16.4M. The position accounts for 1.48% of the portfolio, ranked #12.

Onyx Bridge Wealth Group 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.

Onyx Bridge Wealth Group held 437,428 shares of Capital Group Dividend Growers ETF worth $16.4M as of Q2 2026.
Onyx Bridge Wealth Group bought 13,362 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $497K.
Capital Group Dividend Growers ETF made up 1.48% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #12 holding.
Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.