SPIA
CGDG icon

Steward Partners Investment Advisory’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Steward Partners Investment Advisory’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 		$6.14M Buy
171,022
+56,766
+50% +$2.08M 0.03% 442
2025
Q4 		$4.07M Buy
114,256
+31,830
+39% +$1.12M 0.02% 538
2025
Q3 		$2.86M Buy
82,426
+11,724
+17% +$399K 0.02% 651
2025
Q2 		$2.38M Buy
70,702
+22,591
+47% +$718K 0.02% 664
2025
Q1 		$1.49M Buy
48,111
+22,299
+86% +$686K 0.01% 768
2024
Q4 		$765K Buy
25,812
+6,480
+34% +$197K 0.01% 972
2024
Q3 		$594K Buy
19,332
+4,397
+29% +$130K 0.01% 1040
2024
Q2 		$425K Buy
14,935
+4,575
+44% +$130K ﹤0.01% 1128
2024
Q1 		$297K Buy
10,360
+5,602
+118% +$154K ﹤0.01% 1262
2023
Q4 		$129K Buy
+4,758
New +$122K ﹤0.01% 1569

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return