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

Signature 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	$624K	Sell	17,392 -688	-4%	-$25.2K	0.24%	87
2025 Q4	$644K	Hold	18,080	–	–	0.26%	75
2025 Q3	$626K	Buy	18,080 +1,334	+8%	+$45.4K	0.24%	79
2025 Q2	$563K	Sell	16,746 -4,504	-21%	-$143K	0.22%	82
2025 Q1	$657K	Buy	+21,250	New	+$654K	0.26%	81

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Signature Wealth Management Group reduced its Capital Group Dividend Growers ETF (CGDG) stake by 3.8% in Q1 2026, selling an estimated $25.2K and leaving 17,392 shares worth $624K. The position accounts for 0.24% of the portfolio, ranked #87.

Signature Wealth Management Group first reported a position in CGDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $657K in Q1 2025. 266 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Signature Wealth Management Group held 17,392 shares of Capital Group Dividend Growers ETF worth $624K as of Q1 2026.
Signature Wealth Management Group sold 688 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $25.2K.
Capital Group Dividend Growers ETF made up 0.24% of Signature Wealth Management Group's portfolio in Q1 2026, its #87 holding.
Signature Wealth Management Group first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 5 quarters since.
Signature Wealth Management Group's Capital Group Dividend Growers ETF position peaked at $657K in Q1 2025.
266 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.