PCS
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Private Client Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Private Client Services’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 		$984K Buy
26,220
+17,090
+187% +$636K 0.26% 77
2026
Q1 		$328K Buy
+9,130
New +$334K 0.1% 151

Other funds holding CGDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Private Client Services's CGDG Position: Q2 2026 in Review

Private Client Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 187% in Q2 2026, buying an estimated $636K and bringing the position to 26,220 shares worth $984K. The position accounts for 0.26% of the portfolio, ranked #77.

Private Client Services first reported a position in CGDG in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Private Client Services held 26,220 shares of Capital Group Dividend Growers ETF worth $984K as of Q2 2026.
  • Private Client Services bought 17,090 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $636K.
  • Capital Group Dividend Growers ETF made up 0.26% of Private Client Services's portfolio in Q2 2026, its #77 holding.
  • Private Client Services first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.