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Orion Portfolio Solutions’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Orion Portfolio Solutions’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
Q1 		$4.25M Buy
137,488
+15,619
+13% +$481K 0.04% 395
2024
Q4 		$3.61M Buy
121,869
+13,059
+12% +$397K 0.04% 427
2024
Q3 		$3.34M Buy
+108,810
New +$3.22M 0.03% 453

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
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's CGDG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Capital Group Dividend Growers ETF (CGDG) stake by 13% in Q1 2025, buying an estimated $481K and bringing the position to 137,488 shares worth $4.25M. The position accounts for 0.04% of the portfolio, ranked #395.

Orion Portfolio Solutions first reported a position in CGDG in Q3 2024 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold CGDG as of Q1 2025.

  • Orion Portfolio Solutions held 137,488 shares of Capital Group Dividend Growers ETF worth $4.25M as of Q1 2025.
  • Orion Portfolio Solutions bought 15,619 Capital Group Dividend Growers ETF shares in Q1 2025, an estimated $481K.
  • Capital Group Dividend Growers ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #395 holding.
  • Orion Portfolio Solutions first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.