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Retirement Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Retirement Group’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
2024
Q1 		$1.75K Hold
61
– – ﹤0.01% 668
2023
Q4 		$1.66K Buy
+61
New +$1.56K ﹤0.01% 652

Other funds holding CGDG

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Retirement Group's CGDG Position: Q1 2024 in Review

Retirement Group held its Capital Group Dividend Growers ETF (CGDG) position steady in Q1 2024 at 61 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Retirement Group first reported a position in CGDG in Q4 2023 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold CGDG as of Q1 2024.

  • Retirement Group held 61 shares of Capital Group Dividend Growers ETF worth $1.75K as of Q1 2024.
  • Retirement Group left its Capital Group Dividend Growers ETF share count unchanged in Q1 2024.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #668 holding.
  • Retirement Group first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.