Wealthcare Advisory Partners’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Wealthcare Advisory Partners’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	$269K	Buy	7,168 +16	+0.2%	+$595	0.01%	922
2026 Q1	$257K	Sell	7,152 -2,014	-22%	-$73.7K	0.01%	929
2025 Q4	$327K	Sell	9,166 -3,646	-28%	-$128K	0.01%	835
2025 Q3	$444K	Buy	12,812 +4,819	+60%	+$164K	0.01%	709
2025 Q2	$269K	Buy	+7,993	New	+$254K	0.01%	828

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

Wealthcare Advisory Partners's CGDG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.22% in Q2 2026, buying an estimated $595 and bringing the position to 7,168 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #922.

Wealthcare Advisory Partners first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $444K in Q3 2025. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Wealthcare Advisory Partners held 7,168 shares of Capital Group Dividend Growers ETF worth $269K as of Q2 2026.
Wealthcare Advisory Partners bought 16 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $595.
Capital Group Dividend Growers ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #922 holding.
Wealthcare Advisory Partners first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
Wealthcare Advisory Partners's Capital Group Dividend Growers ETF position peaked at $444K in Q3 2025.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.