Summary
CGDG Chart
Capital Group Dividend Growers ETF $CGDG is Confluence Wealth Services Inc.’s 9th Largest Position
Confluence Wealth Services Inc. boosted its stake in Capital Group Dividend Growers ETF (NYSEARCA:CGDG) by 13.5% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,964,081 shares of the company's stock after buying an additional 233,741 shares during the period. Capital
CGDG: Dividend Growth ETF That Offers Global Protection
Capital Group Dividend Growers ETF offers global, high-quality dividend exposure with a defensive tilt, outperforming the S&P 500 during recent market pullbacks. CGDG's multi-manager, actively managed strategy avoids yield traps, rotates out of underperformers, and balances U.S. (50.8%) and non-U.S. (46.6%) equities. With a 2% starting yield and 9.39% trailing twelve-month dividend growth, CGDG targets long-term income growth and capital preservation for lower-risk investors.
Why CGDG May Be The New King Of Dividend Growth ETFs
The Capital Group Dividend Growers ETF offers a unique, actively managed global dividend growth strategy with a reasonable 0.47% expense ratio. CGDG's portfolio blends U.S. and international equities, including REITs, providing diversification and exposure to both income and growth. The ETF outperformed major peers over the past year, benefiting from international equity strength and attractive sub-17x P/E valuation.
Capital Group Dividend Growers ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 135,000 | $4.59M | $5.11M | $513,187.6 | 11.18% |
| CE Curtis Ellergodt Rothschild Investment LLC | 596,092 | $17.98M | $22.54M | $4.56M | 25.36% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 8,200 | $294,380 | $310,452 | $16,072 | 5.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 364,196 | $12.16M | $13.74M | $1.58M | 13.02% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 22,389 | $764,455.45 | $844,960.86 | $80,505.41 | 10.53% |
Capital Group Dividend Growers ETF (CGDG) FAQ
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Capital Group Dividend Growers ETF Profile
| ARCA Exchange | US Country |
Overview
This company presents itself as a dedicated investment fund, focusing on the acquisition of common stocks from various companies across the globe. The primary strategy of the fund lies in its careful selection of stocks from companies which, in the eyes of the investment adviser, demonstrate a robust potential for delivering a blend of current yield and dividend growth over the long term. It is worth noting that the fund adopts a non-diversified investment approach, signifying a concentrated investment in fewer stocks, which, while potentially increasing the risk, may also offer higher returns under the guidance of skilled investment decisions.
Products and Services
The fund primarily offers the following investment products and services:
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Global Stocks Investment:
This service involves the careful selection and investment in common stocks of companies around the world. The focus here is on those businesses that show promise in terms of their ability to provide continuous yield and sustainable dividend growth over a long period. This offering is designed for investors seeking to capitalize on global market opportunities with the guidance of experienced investment advisers.
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Non-Diversified Fund Portfolio:
As a non-diversified fund, this product allows for a concentrated investment strategy focusing on a limited number of stocks. This approach is tailored for investors who are willing to take on a higher level of risk for the possibility of higher returns. The strategy emphasizes quality over quantity, investing in fewer companies but with a higher conviction in their long-term growth potential.
