Smartleaf Asset Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Smartleaf Asset Management’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	$14M	Buy	397,851 +12,357	+3%	+$452K	0.51%	36
2025 Q4	$13.8M	Buy	385,494 +6,443	+2%	+$227K	0.52%	34
2025 Q3	$13.1M	Sell	379,051 -10,626	-3%	-$362K	0.81%	18
2025 Q2	$13.1M	Buy	389,677 +24,276	+7%	+$771K	1.16%	10
2025 Q1	$11.3M	Buy	365,401 +176,945	+94%	+$5.45M	1.09%	7
2024 Q4	$5.56M	Buy	188,456 +26,277	+16%	+$799K	0.57%	27
2024 Q3	$5M	Buy	+162,179	New	+$4.79M	0.61%	27

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Smartleaf Asset Management's CGDG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 3.2% in Q1 2026, buying an estimated $452K and bringing the position to 397,851 shares worth $14M. The position accounts for 0.51% of the portfolio, ranked #36.

Smartleaf Asset Management first reported a position in CGDG in Q3 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Smartleaf Asset Management held 397,851 shares of Capital Group Dividend Growers ETF worth $14M as of Q1 2026.
Smartleaf Asset Management bought 12,357 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $452K.
Capital Group Dividend Growers ETF made up 0.51% of Smartleaf Asset Management's portfolio in Q1 2026, its #36 holding.
Smartleaf Asset Management first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 7 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.