Wealth Enhancement Advisory Services
CGDG icon

Wealth Enhancement Advisory Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Wealth Enhancement Advisory Services’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 		$13.8M Buy
364,737
+16,082
+5% +$598K 0.02% 553
2026
Q1 		$12.6M Buy
348,655
+176,140
+102% +$6.45M 0.03% 518
2025
Q4 		$6.27M Buy
172,515
+31,526
+22% +$1.11M 0.01% 912
2025
Q3 		$4.92M Buy
140,989
+17,709
+14% +$603K 0.01% 957
2025
Q2 		$4.19M Buy
123,280
+16,639
+16% +$529K 0.01% 978
2025
Q1 		$3.3M Sell
106,641
-13,532
-11% -$416K 0.01% 1003
2024
Q4 		$3.56M Buy
120,173
+24,745
+26% +$752K 0.01% 926
2024
Q3 		$2.93M Buy
95,428
+20,515
+27% +$606K 0.01% 911
2024
Q2 		$2.13M Buy
74,913
+32,722
+78% +$931K 0.01% 957
2024
Q1 		$1.21M Buy
+42,191
New +$1.16M ﹤0.01% 1153

Other funds holding CGDG

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGDG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 4.6% in Q2 2026, buying an estimated $598K and bringing the position to 364,737 shares worth $13.8M. The position accounts for 0.02% of the portfolio, ranked #553.

Wealth Enhancement Advisory Services first reported a position in CGDG in Q1 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 364,737 shares of Capital Group Dividend Growers ETF worth $13.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,082 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $598K.
  • Capital Group Dividend Growers ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #553 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 10 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.