QTR Family Wealth’s Capital Group Dividend Growers ETF CGDG Stock Holding History

QTR Family Wealth’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	$1.61M	Buy	42,866 +3,364	+9%	+$125K	0.56%	34
2026 Q1	$1.47M	Sell	39,502 -127	-0.3%	-$4.65K	0.61%	33
2025 Q4	$1.49M	Buy	39,629 +9,987	+34%	+$351K	0.66%	32
2025 Q3	$1.03M	Buy	29,642 +1,331	+5%	+$45.3K	0.49%	40
2025 Q2	$952K	Buy	28,311 +3,764	+15%	+$120K	0.59%	37
2025 Q1	$759K	Buy	+24,547	New	+$755K	0.57%	42

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 22.9% 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

QTR Family Wealth's CGDG Position: Q2 2026 in Review

QTR Family Wealth increased its Capital Group Dividend Growers ETF (CGDG) stake by 8.5% in Q2 2026, buying an estimated $125K and bringing the position to 42,866 shares worth $1.61M. The position accounts for 0.56% of the portfolio, ranked #34.

QTR Family Wealth first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

QTR Family Wealth held 42,866 shares of Capital Group Dividend Growers ETF worth $1.61M as of Q2 2026.
QTR Family Wealth bought 3,364 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $125K.
Capital Group Dividend Growers ETF made up 0.56% of QTR Family Wealth's portfolio in Q2 2026, its #34 holding.
QTR Family Wealth first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.