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Sard Wealth Management Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Sard Wealth Management 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
2026
Q1 		– Sell
-7,896
Closed -$281K – 61
2025
Q4 		$281K Hold
7,896
– – 0.15% 46
2025
Q3 		$274K Buy
+7,896
New +$269K 0.16% 44

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 $71.6B AUM 21.08% 1-Year Est. Return

Sard Wealth Management Group's CGDG Position: Q1 2026 in Review

Sard Wealth Management Group sold out of Capital Group Dividend Growers ETF (CGDG) in Q1 2026, closing a stake of 7,896 shares — an estimated $281K sold.

Sard Wealth Management Group first reported a position in CGDG in Q3 2025 and held it in 2 quarters. The position peaked at $281K in Q4 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Sard Wealth Management Group reported no remaining Capital Group Dividend Growers ETF position as of Q1 2026 after selling out during the quarter.
  • Sard Wealth Management Group sold 7,896 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $281K.
  • Sard Wealth Management Group first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and held it in 2 quarters.
  • Sard Wealth Management Group's Capital Group Dividend Growers ETF position peaked at $281K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.