RIA
CGDG icon

Regal Investment Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Regal Investment 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
2026
Q1 		$526K Buy
14,638
+7,051
+93% +$258K 0.03% 419
2025
Q4 		$270K Buy
+7,587
New +$267K 0.02% 530

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Regal Investment Advisors's CGDG Position: Q1 2026 in Review

Regal Investment Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 93% in Q1 2026, buying an estimated $258K and bringing the position to 14,638 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #419.

Regal Investment Advisors first reported a position in CGDG in Q4 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Regal Investment Advisors held 14,638 shares of Capital Group Dividend Growers ETF worth $526K as of Q1 2026.
  • Regal Investment Advisors bought 7,051 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $258K.
  • Capital Group Dividend Growers ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #419 holding.
  • Regal Investment Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.