Sigma Planning Corp’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Sigma Planning Corp’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	$1.47M	Buy	40,763 +10,553	+35%	+$386K	0.04%	426
2025 Q4	$1.08M	Buy	30,210 +658	+2%	+$23.2K	0.03%	510
2025 Q3	$1.03M	Buy	+29,552	New	+$1.01M	0.03%	519
2024 Q4	–	Sell	-16,581	Closed	-$509K	–	1181
2024 Q3	$509K	Buy	16,581 +648	+4%	+$19.2K	0.02%	739
2024 Q2	$453K	Sell	15,933 -139	-0.9%	-$3.96K	0.01%	763
2024 Q1	$460K	Buy	+16,072	New	+$443K	0.01%	795

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sigma Planning Corp's CGDG Position: Q1 2026 in Review

Sigma Planning Corp increased its Capital Group Dividend Growers ETF (CGDG) stake by 35% in Q1 2026, buying an estimated $386K and bringing the position to 40,763 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #426.

Sigma Planning Corp first reported a position in CGDG in Q1 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Sigma Planning Corp held 40,763 shares of Capital Group Dividend Growers ETF worth $1.47M as of Q1 2026.
Sigma Planning Corp bought 10,553 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $386K.
Capital Group Dividend Growers ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #426 holding.
Sigma Planning Corp first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.