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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

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 280 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.
  • 280 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.