Sowell Financial Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Sowell Financial Services’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	$578K	Sell	15,414 -2,444	-14%	-$90.9K	0.02%	600
2026 Q1	$641K	Sell	17,858 -80	-0.4%	-$2.93K	0.02%	566
2025 Q4	$639K	Sell	17,938 -29,579	-62%	-$1.04M	0.02%	569
2025 Q3	$1.65M	Buy	47,517 +685	+1%	+$23.3K	0.06%	322
2025 Q2	$1.57M	Buy	46,832 +37,013	+377%	+$1.18M	0.06%	313
2025 Q1	$303K	Buy	+9,819	New	+$302K	0.01%	758

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 22.9% 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

Sowell Financial Services's CGDG Position: Q2 2026 in Review

Sowell Financial Services reduced its Capital Group Dividend Growers ETF (CGDG) stake by 14% in Q2 2026, selling an estimated $90.9K and leaving 15,414 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #600.

Sowell Financial Services first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q3 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Sowell Financial Services held 15,414 shares of Capital Group Dividend Growers ETF worth $578K as of Q2 2026.
Sowell Financial Services sold 2,444 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $90.9K.
Capital Group Dividend Growers ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #600 holding.
Sowell Financial Services first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
Sowell Financial Services's Capital Group Dividend Growers ETF position peaked at $1.65M in Q3 2025.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.