Beacon Financial Advisory’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Beacon Financial Advisory’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	$551K	Buy	14,695 +4,287	+41%	+$160K	0.11%	224
2026 Q1	$374K	Buy	+10,408	New	+$381K	0.08%	275

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Financial Advisory's CGDG Position: Q2 2026 in Review

Beacon Financial Advisory increased its Capital Group Dividend Growers ETF (CGDG) stake by 41% in Q2 2026, buying an estimated $160K and bringing the position to 14,695 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #224.

Beacon Financial Advisory first reported a position in CGDG in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Beacon Financial Advisory held 14,695 shares of Capital Group Dividend Growers ETF worth $551K as of Q2 2026.
Beacon Financial Advisory bought 4,287 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $160K.
Capital Group Dividend Growers ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #224 holding.
Beacon Financial Advisory first reported a position in Capital Group Dividend Growers ETF in Q1 2026 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.