CAPTRUST FINANCIAL ADVISORS
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1512024
RALEIGH, NC
Position in CGDG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,318,759
+$987,016 QoQ
Shares Held
248,434
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#24
of 84 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,318,759 | 248,434 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,331,743 | 232,082 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,909,763 | 221,935 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,168,080 | 206,871 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,123,787 | 182,093 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,135,765 | 166,206 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,232,710 | 142,804 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,678,935 | 119,757 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,177,352 | 111,682 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,859,936 | 99,893 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,879,797 | 69,212 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||