SIS
CGDG icon

Strategic Investment Solutions’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Strategic Investment Solutions’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 		$99K Hold
2,638
– – 0.02% 209
2026
Q1 		$94.7K Buy
2,638
+400
+18% +$14.6K 0.02% 205
2025
Q4 		$79.8K Hold
2,238
– – 0.02% 206
2025
Q3 		$77.5K Buy
2,238
+590
+36% +$20.1K 0.02% 191
2025
Q2 		$55.4K Buy
1,648
+160
+11% +$5.08K 0.02% 202
2025
Q1 		$46K Buy
1,488
+320
+27% +$9.85K 0.01% 207
2024
Q4 		$34.6K Hold
1,168
– – 0.01% 250
2024
Q3 		$35.9K Buy
+1,168
New +$34.5K 0.01% 223

Other funds holding CGDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Strategic Investment Solutions's CGDG Position: Q2 2026 in Review

Strategic Investment Solutions held its Capital Group Dividend Growers ETF (CGDG) position steady in Q2 2026 at 2,638 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #209.

Strategic Investment Solutions first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Strategic Investment Solutions held 2,638 shares of Capital Group Dividend Growers ETF worth $99K as of Q2 2026.
  • Strategic Investment Solutions left its Capital Group Dividend Growers ETF share count unchanged in Q2 2026.
  • Capital Group Dividend Growers ETF made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #209 holding.
  • Strategic Investment Solutions first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.