&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 Q2	$29.5M	Buy	785,299 +142,814	+22%	+$5.31M	0.12%	150
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 $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 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo 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

CWS

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

&Partners's CGDG Position: Q2 2026 in Review

&Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 22% in Q2 2026, buying an estimated $5.31M and bringing the position to 785,299 shares worth $29.5M. The position accounts for 0.12% of the portfolio, ranked #150.

&Partners first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

&Partners held 785,299 shares of Capital Group Dividend Growers ETF worth $29.5M as of Q2 2026.
&Partners bought 142,814 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $5.31M.
Capital Group Dividend Growers ETF made up 0.12% of &Partners's portfolio in Q2 2026, its #150 holding.
&Partners first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.