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

&Partners’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 Q1	$23.1M	Buy	642,485 +116,664	+22%	+$4.27M	0.11%	167
2025 Q4	$18.7M	Buy	525,821 +221,871	+73%	+$7.81M	0.1%	182
2025 Q3	$10.6M	Buy	303,950 +95,396	+46%	+$3.25M	0.07%	253
2025 Q2	$7.05M	Buy	208,554 +93,067	+81%	+$2.96M	0.05%	300
2025 Q1	$3.59M	Buy	115,487 +102,193	+769%	+$3.14M	0.04%	370
2024 Q4	$400K	Buy	+13,294	New	+$404K	﹤0.01%	1178

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

&Partners's CGDG Position: Q1 2026 in Review

&Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 22% in Q1 2026, buying an estimated $4.27M and bringing the position to 642,485 shares worth $23.1M. The position accounts for 0.11% of the portfolio, ranked #167.

&Partners first reported a position in CGDG in Q4 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

&Partners held 642,485 shares of Capital Group Dividend Growers ETF worth $23.1M as of Q1 2026.
&Partners bought 116,664 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $4.27M.
Capital Group Dividend Growers ETF made up 0.11% of &Partners's portfolio in Q1 2026, its #167 holding.
&Partners first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.