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Richards, Merrill & Peterson’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Richards, Merrill & Peterson’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 		$341K Buy
9,100
+900
+11% +$33.5K 0.11% 150
2026
Q1 		$294K Buy
+8,200
New +$300K 0.11% 157

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richards, Merrill & Peterson's CGDG Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Capital Group Dividend Growers ETF (CGDG) stake by 11% in Q2 2026, buying an estimated $33.5K and bringing the position to 9,100 shares worth $341K. The position accounts for 0.11% of the portfolio, ranked #150.

Richards, Merrill & Peterson first reported a position in CGDG in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Richards, Merrill & Peterson held 9,100 shares of Capital Group Dividend Growers ETF worth $341K as of Q2 2026.
  • Richards, Merrill & Peterson bought 900 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $33.5K.
  • Capital Group Dividend Growers ETF made up 0.11% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #150 holding.
  • Richards, Merrill & Peterson first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.