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Sittner & Nelson’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Sittner & Nelson’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 		$386K Buy
10,744
+9,734
+964% +$356K 0.14% 113
2025
Q4 		$37.6K Hold
1,010
– – 0.01% 284
2025
Q3 		$35K Hold
1,010
– – 0.01% 275
2025
Q2 		$34K Buy
+1,010
New +$32.1K 0.01% 277

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 $377B 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 $530B 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 $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sittner & Nelson's CGDG Position: Q1 2026 in Review

Sittner & Nelson increased its Capital Group Dividend Growers ETF (CGDG) stake by 964% in Q1 2026, buying an estimated $356K and bringing the position to 10,744 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #113.

Sittner & Nelson first reported a position in CGDG in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Sittner & Nelson held 10,744 shares of Capital Group Dividend Growers ETF worth $386K as of Q1 2026.
  • Sittner & Nelson bought 9,734 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $356K.
  • Capital Group Dividend Growers ETF made up 0.14% of Sittner & Nelson's portfolio in Q1 2026, its #113 holding.
  • Sittner & Nelson first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.