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Oppenheimer & Co’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Oppenheimer & Co’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 		$239K Buy
6,373
+606
+11% +$22.5K ﹤0.01% 1580
2026
Q1 		$207K Buy
+5,767
New +$211K ﹤0.01% 1561

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oppenheimer & Co's CGDG Position: Q2 2026 in Review

Oppenheimer & Co increased its Capital Group Dividend Growers ETF (CGDG) stake by 11% in Q2 2026, buying an estimated $22.5K and bringing the position to 6,373 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Oppenheimer & Co first reported a position in CGDG in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Oppenheimer & Co held 6,373 shares of Capital Group Dividend Growers ETF worth $239K as of Q2 2026.
  • Oppenheimer & Co bought 606 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $22.5K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1580 holding.
  • Oppenheimer & Co first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.