AmeriFlex Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

AmeriFlex Group’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 Q1	$315K	Buy	8,764 +7,726	+744%	+$283K	0.16%	129
2025 Q4	$37K	Buy	1,038 +92	+10%	+$3.24K	0.02%	484
2025 Q3	$32.8K	Buy	+946	New	+$32.2K	0.01%	540
2025 Q2	–	Sell	-45	Closed	-$1.39K	–	1093
2025 Q1	$1.39K	Hold	45	–	–	﹤0.01%	1175
2024 Q4	$1.38K	Buy	+45	New	+$1.37K	﹤0.01%	1084

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AmeriFlex Group's CGDG Position: Q1 2026 in Review

AmeriFlex Group increased its Capital Group Dividend Growers ETF (CGDG) stake by 744% in Q1 2026, buying an estimated $283K and bringing the position to 8,764 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #129.

AmeriFlex Group first reported a position in CGDG in Q4 2024 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

AmeriFlex Group held 8,764 shares of Capital Group Dividend Growers ETF worth $315K as of Q1 2026.
AmeriFlex Group bought 7,726 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $283K.
Capital Group Dividend Growers ETF made up 0.16% of AmeriFlex Group's portfolio in Q1 2026, its #129 holding.
AmeriFlex Group first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 5 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.