Principal Securities’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Principal Securities’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	$5.5M	Buy	146,704 +11,704	+9%	+$435K	0.07%	263
2026 Q1	$4.85M	Buy	135,000 +17,895	+15%	+$655K	0.07%	268
2025 Q4	$4.17M	Buy	117,105 +33,061	+39%	+$1.16M	0.06%	287
2025 Q3	$2.91M	Buy	84,044 +39,804	+90%	+$1.36M	0.05%	342
2025 Q2	$1.49M	Buy	44,240 +12,977	+42%	+$412K	0.03%	502
2025 Q1	$927K	Hold	31,263	–	–	0.02%	581
2024 Q4	$927K	Buy	31,263 +4,538	+17%	+$138K	0.02%	579
2024 Q3	$821K	Buy	+26,725	New	+$790K	0.02%	596

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

Principal Securities's CGDG Position: Q2 2026 in Review

Principal Securities increased its Capital Group Dividend Growers ETF (CGDG) stake by 8.7% in Q2 2026, buying an estimated $435K and bringing the position to 146,704 shares worth $5.5M. The position accounts for 0.07% of the portfolio, ranked #263.

Principal Securities first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Principal Securities held 146,704 shares of Capital Group Dividend Growers ETF worth $5.5M as of Q2 2026.
Principal Securities bought 11,704 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $435K.
Capital Group Dividend Growers ETF made up 0.07% of Principal Securities's portfolio in Q2 2026, its #263 holding.
Principal Securities first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.