Sowell Financial Services LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in CGDG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$641,102
+$1,792 QoQ
Shares Held
17,858
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $641,102 | 17,858 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $639,310 | 17,938 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,646,464 | 47,517 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,574,960 | 46,832 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $303,407 | 9,819 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||