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Stonebridge Financial Group (Pennsylvania)’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,974
Closed -$61K – 340
2025
Q1 		$61K Hold
1,974
– – 0.01% 354
2024
Q4 		$58.5K Buy
+1,974
New +$60K 0.01% 361

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LPL Financial
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CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CGDG Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Capital Group Dividend Growers ETF (CGDG) in Q2 2025, closing a stake of 1,974 shares — an estimated $61K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CGDG in Q4 2024 and held it in 2 quarters. The position peaked at $61K in Q1 2025. 188 funds tracked by Wall St. Rank hold CGDG as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Capital Group Dividend Growers ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,974 Capital Group Dividend Growers ETF shares in Q2 2025, an estimated $61K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Capital Group Dividend Growers ETF position peaked at $61K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.