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 Q3	$1.11M	Sell	30,701 -25,017	-45%	-$957K	0.03%	544
2026 Q2	$2.1M	Buy	55,718 +14,955	+37%	+$556K	0.05%	355
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Sigma Planning Corp's CGDG Position: Q3 2026 in Review

Sigma Planning Corp reduced its Capital Group Dividend Growers ETF (CGDG) stake by 45% in Q3 2026, selling an estimated $957K and leaving 30,701 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #544.

Sigma Planning Corp first reported a position in CGDG in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q2 2026. 83 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Sigma Planning Corp held 30,701 shares of Capital Group Dividend Growers ETF worth $1.11M as of Q3 2026.
Sigma Planning Corp sold 25,017 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $957K.
Capital Group Dividend Growers ETF made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #544 holding.
Sigma Planning Corp first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 8 quarters since.
Sigma Planning Corp's Capital Group Dividend Growers ETF position peaked at $2.1M in Q2 2026.
83 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.