A&I Financial Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

A&I Financial Services’s Portfolio CGDG Stock Details CGDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Buy	31,256 +258	+0.8%	+$9.6K	0.51%	26
2026 Q1	$1.11M	Buy	30,998 +1,559	+5%	+$57.1K	0.53%	27
2025 Q4	$1.05M	Buy	29,439 +951	+3%	+$33.5K	0.5%	27
2025 Q3	$993K	Buy	28,488 +1,956	+7%	+$66.6K	0.48%	27
2025 Q2	$892K	Buy	26,532 +2,155	+9%	+$68.5K	0.5%	26
2025 Q1	$753K	Buy	24,377 +4,852	+25%	+$149K	0.51%	26
2024 Q4	$579K	Buy	+19,525	New	+$593K	0.56%	26

Other funds holding CGDG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

A&I Financial Services's CGDG Position: Q2 2026 in Review

A&I Financial Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.83% in Q2 2026, buying an estimated $9.6K and bringing the position to 31,256 shares worth $1.17M. The position accounts for 0.51% of the portfolio, ranked #26.

A&I Financial Services first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

A&I Financial Services held 31,256 shares of Capital Group Dividend Growers ETF worth $1.17M as of Q2 2026.
A&I Financial Services bought 258 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $9.6K.
Capital Group Dividend Growers ETF made up 0.51% of A&I Financial Services's portfolio in Q2 2026, its #26 holding.
A&I Financial Services first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.