ROTHSCHILD INVESTMENT LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 85338
CHICAGO, IL
Position in CGDG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$23,727,458
+$2,482,740 QoQ
Shares Held
660,932
+10.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,727,458 | 660,932 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,244,718 | 596,092 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,840,486 | 572,597 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $18,053,391 | 536,824 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,350,502 | 496,780 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $11,485,677 | 387,506 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,898,969 | 289,680 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,505,092 | 228,650 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,227,551 | 182,590 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,438,289 | 89,775 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||