SEIA
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Signature Estate & Investment Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Signature Estate & Investment Advisors’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 		$790K Buy
21,996
+8,209
+60% +$301K 0.02% 319
2025
Q4 		$491K Buy
13,787
+307
+2% +$10.8K 0.01% 394
2025
Q3 		$467K Sell
13,480
-355
-3% -$12.1K 0.01% 397
2025
Q2 		$465K Buy
13,835
+243
+2% +$7.72K 0.01% 377
2025
Q1 		$420K Buy
13,592
+151
+1% +$4.65K 0.01% 374
2024
Q4 		$398K Buy
13,441
+133
+1% +$4.04K 0.01% 377
2024
Q3 		$409K Buy
13,308
+3,538
+36% +$105K 0.01% 350
2024
Q2 		$278K Buy
+9,770
New +$278K 0.01% 408

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 $376B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return