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

Pillar Wealth 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
2024
Q2 		– Sell
-35,036
Closed -$1M – 62
2024
Q1 		$1M Buy
35,036
+2,317
+7% +$63.9K 0.76% 32
2023
Q4 		$889K Buy
+32,719
New +$837K 0.68% 36

Other funds holding CGDG

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Pillar Wealth Advisors's CGDG Position: Q2 2024 in Review

Pillar Wealth Advisors sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2024, closing a stake of 35,036 shares — an estimated $1M sold.

Pillar Wealth Advisors first reported a position in CGDG in Q4 2023 and held it in 2 quarters. The position peaked at $1M in Q1 2024. 69 funds tracked by Wall St. Rank hold CGDG as of Q2 2024.

  • Pillar Wealth Advisors reported no remaining Capital Group Dividend Growers ETF position as of Q2 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 35,036 Capital Group Dividend Growers ETF shares in Q2 2024, an estimated $1M.
  • Pillar Wealth Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and held it in 2 quarters.
  • Pillar Wealth Advisors's Capital Group Dividend Growers ETF position peaked at $1M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.