Prospera Financial Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Prospera Financial 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	$1.62M	Buy	43,271 +353	+0.8%	+$13.1K	0.02%	573
2026 Q1	$1.54M	Buy	42,918 +16,519	+63%	+$605K	0.02%	574
2025 Q4	$941K	Buy	26,399 +8,273	+46%	+$291K	0.02%	691
2025 Q3	$628K	Buy	18,126 +4,433	+32%	+$151K	0.01%	850
2025 Q2	$460K	Buy	13,693 +5,104	+59%	+$162K	0.01%	935
2025 Q1	$265K	Buy	8,589 +150	+2%	+$4.62K	0.01%	1036
2024 Q4	$250K	Buy	+8,439	New	+$256K	0.01%	999

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

Prospera Financial Services's CGDG Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.82% in Q2 2026, buying an estimated $13.1K and bringing the position to 43,271 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #573.

Prospera Financial Services 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.

Prospera Financial Services held 43,271 shares of Capital Group Dividend Growers ETF worth $1.62M as of Q2 2026.
Prospera Financial Services bought 353 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $13.1K.
Capital Group Dividend Growers ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #573 holding.
Prospera Financial Services 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 Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.