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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
Q2 		$613K Buy
16,339
+5,595
+52% +$208K 0.19% 94
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 $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sittner & Nelson's CGDG Position: Q2 2026 in Review

Sittner & Nelson increased its Capital Group Dividend Growers ETF (CGDG) stake by 52% in Q2 2026, buying an estimated $208K and bringing the position to 16,339 shares worth $613K. The position accounts for 0.19% of the portfolio, ranked #94.

Sittner & Nelson first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Sittner & Nelson held 16,339 shares of Capital Group Dividend Growers ETF worth $613K as of Q2 2026.
  • Sittner & Nelson bought 5,595 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $208K.
  • Capital Group Dividend Growers ETF made up 0.19% of Sittner & Nelson's portfolio in Q2 2026, its #94 holding.
  • Sittner & Nelson first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.