Advyzon Investment Management, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2011872
LISLE, IL
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$957,367
+$128,652 QoQ
Shares Held
25,523
+10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#56
of 84 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $957,367 | 25,523 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $828,715 | 23,084 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $535,027 | 15,012 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||