WIM
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Westside Investment Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Westside Investment Management’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 		$693K Buy
19,290
+3,265
+20% +$120K 0.11% 163
2025
Q4 		$571K Buy
16,025
+25
+0.2% +$880 0.09% 165
2025
Q3 		$554K Buy
16,000
+4,150
+35% +$141K 0.09% 173
2025
Q2 		$399K Buy
11,850
+9,225
+351% +$293K 0.07% 184
2025
Q1 		$81.1K Buy
2,625
+2,225
+556% +$68.5K 0.02% 337
2024
Q4 		$11.9K Hold
400
– – ﹤0.01% 654
2024
Q3 		$12.3K Buy
+400
New +$11.8K ﹤0.01% 644

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CGPCS
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Raymond James Financial
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Wells Fargo
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Morgan Stanley
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return