BFS
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Boyer Financial Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Boyer 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 		$12M Buy
316,839
+19,670
+7% +$732K 10.13% 1
2026
Q1 		$10.7M Buy
297,169
+12,670
+4% +$464K 11.31% 1
2025
Q4 		$10.2M Buy
+284,499
New +$10M 10.85% 1

Other funds holding CGDG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Boyer Financial Services's CGDG Position: Q2 2026 in Review

Boyer Financial Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 6.6% in Q2 2026, buying an estimated $732K and bringing the position to 316,839 shares worth $12M. The position accounts for 10.13% of the portfolio, ranked #1.

Boyer Financial Services first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Boyer Financial Services held 316,839 shares of Capital Group Dividend Growers ETF worth $12M as of Q2 2026.
  • Boyer Financial Services bought 19,670 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $732K.
  • Capital Group Dividend Growers ETF made up 10.13% of Boyer Financial Services's portfolio in Q2 2026, its #1 holding.
  • Boyer Financial Services first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.