Swisher Financial Concepts’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Swisher Financial Concepts’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	$8.28M	Sell	220,758 -1,641	-0.7%	-$61.1K	5.22%	7
2026 Q1	$7.98M	Buy	222,399 +13,623	+7%	+$499K	4.47%	6
2025 Q4	$7.44M	Buy	208,776 +13,039	+7%	+$459K	4.22%	7
2025 Q3	$6.78M	Buy	195,737 +34,891	+22%	+$1.19M	4.07%	8
2025 Q2	$5.41M	Buy	160,846 +27,803	+21%	+$883K	3.49%	11
2025 Q1	$4.11M	Buy	+133,043	New	+$4.09M	3.4%	11

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Swisher Financial Concepts's CGDG Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Capital Group Dividend Growers ETF (CGDG) stake by 0.74% in Q2 2026, selling an estimated $61.1K and leaving 220,758 shares worth $8.28M. The position accounts for 5.22% of the portfolio, ranked #7.

Swisher Financial Concepts first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Swisher Financial Concepts held 220,758 shares of Capital Group Dividend Growers ETF worth $8.28M as of Q2 2026.
Swisher Financial Concepts sold 1,641 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $61.1K.
Capital Group Dividend Growers ETF made up 5.22% of Swisher Financial Concepts's portfolio in Q2 2026, its #7 holding.
Swisher Financial Concepts first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.