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 Q2	$838K	Buy	22,350 +354	+2%	+$13.2K	0.02%	317
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Signature Estate & Investment Advisors's CGDG Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 1.6% in Q2 2026, buying an estimated $13.2K and bringing the position to 22,350 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #317.

Signature Estate & Investment Advisors first reported a position in CGDG in Q2 2024 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Signature Estate & Investment Advisors held 22,350 shares of Capital Group Dividend Growers ETF worth $838K as of Q2 2026.
Signature Estate & Investment Advisors bought 354 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $13.2K.
Capital Group Dividend Growers ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #317 holding.
Signature Estate & Investment Advisors first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 9 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.