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 Q2	$15.1M	Hold	397,851	–	–	0.49%	36
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 $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

Smartleaf Asset Management's CGDG Position: Q2 2026 in Review

Smartleaf Asset Management held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 397,851 shares worth $15.1M. The position accounts for 0.49% of the portfolio, ranked #36.

Smartleaf Asset Management first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Smartleaf Asset Management held 397,851 shares of Capital Group Dividend Growers ETF worth $15.1M as of Q2 2026.
Smartleaf Asset Management left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
Capital Group Dividend Growers ETF made up 0.49% of Smartleaf Asset Management's portfolio in Q2 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 8 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.