Sunbelt Securities’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Sunbelt Securities’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	$96.9K	Buy	2,698 +398	+17%	+$14.6K	0.01%	847
2025 Q4	$82K	Hold	2,300	–	–	0.01%	877
2025 Q3	$79.7K	Hold	2,300	–	–	0.01%	884
2025 Q2	$68.2K	Hold	2,300	–	–	0.01%	870
2025 Q1	$71.1K	Hold	2,300	–	–	0.01%	822
2024 Q4	$67.9K	Hold	2,300	–	–	0.01%	869
2024 Q3	$70.7K	Hold	2,300	–	–	0.01%	853
2024 Q2	$65.4K	Hold	2,300	–	–	0.01%	842
2024 Q1	$65.8K	Buy	+2,300	New	+$63.4K	0.01%	815

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

Sunbelt Securities's CGDG Position: Q1 2026 in Review

Sunbelt Securities increased its Capital Group Dividend Growers ETF (CGDG) stake by 17% in Q1 2026, buying an estimated $14.6K and bringing the position to 2,698 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #847.

Sunbelt Securities first reported a position in CGDG in Q1 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Sunbelt Securities held 2,698 shares of Capital Group Dividend Growers ETF worth $96.9K as of Q1 2026.
Sunbelt Securities bought 398 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $14.6K.
Capital Group Dividend Growers ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #847 holding.
Sunbelt Securities first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.