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 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 $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

Sowell Financial Services's CGDG Position: Q1 2026 in Review

Sowell Financial Services reduced its Capital Group Dividend Growers ETF (CGDG) stake by 0.45% in Q1 2026, selling an estimated $2.93K and leaving 17,858 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #566.

Sowell Financial Services first reported a position in CGDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q3 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Sowell Financial Services held 17,858 shares of Capital Group Dividend Growers ETF worth $641K as of Q1 2026.
Sowell Financial Services sold 80 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $2.93K.
Capital Group Dividend Growers ETF made up 0.02% of Sowell Financial Services's portfolio in Q1 2026, its #566 holding.
Sowell Financial Services first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 5 quarters since.
Sowell Financial Services's Capital Group Dividend Growers ETF position peaked at $1.65M in Q3 2025.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.