Regal Investment Advisors LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1559789
KENTWOOD, MI
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$655,412
+$129,908 QoQ
Shares Held
17,473
+19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#62
of 84 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 37%
None 63%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,412 | 17,473 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $525,504 | 14,638 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $270,400 | 7,587 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||