PFG Advisors
CGDG icon

PFG Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

PFG Advisors’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
Q3 		$1.81M Sell
48,930
-1,630
-3% -$62.4K 0.09% 256
2026
Q2 		$1.9M Buy
50,560
+4,483
+10% +$167K 0.1% 252
2026
Q1 		$1.65M Buy
46,077
+921
+2% +$33.7K 0.08% 279
2025
Q4 		$1.61M Buy
45,156
+10,689
+31% +$376K 0.08% 278
2025
Q3 		$1.19M Buy
34,467
+12,444
+57% +$424K 0.05% 364
2025
Q2 		$741K Buy
22,023
+2,864
+15% +$91K 0.03% 345
2025
Q1 		$592K Buy
19,159
+723
+4% +$22.2K 0.03% 425
2024
Q4 		$546K Buy
18,436
+3,730
+25% +$113K 0.03% 442
2024
Q3 		$452K Buy
14,706
+3,584
+32% +$106K 0.03% 473
2024
Q2 		$316K Buy
+11,122
New +$317K 0.02% 541

Other funds holding CGDG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFG Advisors's CGDG Position: Q3 2026 in Review

PFG Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 3.2% in Q3 2026, selling an estimated $62.4K and leaving 48,930 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #256.

PFG Advisors first reported a position in CGDG in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.9M in Q2 2026. 167 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

  • PFG Advisors held 48,930 shares of Capital Group Dividend Growers ETF worth $1.81M as of Q3 2026.
  • PFG Advisors sold 1,630 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $62.4K.
  • Capital Group Dividend Growers ETF made up 0.09% of PFG Advisors's portfolio in Q3 2026, its #256 holding.
  • PFG Advisors first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 10 quarters since.
  • PFG Advisors's Capital Group Dividend Growers ETF position peaked at $1.9M in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.