Boyer Financial Services
CGDV icon

Boyer Financial Services’s Capital Group Dividend Value ETF CGDV Stock Holding History

Boyer Financial Services’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.1M Buy
226,846
+2,653
+1% +$132K 8.87% 3
2026
Q2 		$11M Sell
224,193
-360
-0.2% -$17K 9.27% 3
2026
Q1 		$9.6M Buy
224,553
+10,960
+5% +$487K 10.13% 3
2025
Q4 		$9.39M Buy
+213,593
New +$9.17M 9.96% 2

Other funds holding CGDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Boyer Financial Services's CGDV Position: Q3 2026 in Review

Boyer Financial Services increased its Capital Group Dividend Value ETF (CGDV) stake by 1.2% in Q3 2026, buying an estimated $132K and bringing the position to 226,846 shares worth $11.1M. The position accounts for 8.87% of the portfolio, ranked #3.

Boyer Financial Services first reported a position in CGDV in Q4 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

  • Boyer Financial Services held 226,846 shares of Capital Group Dividend Value ETF worth $11.1M as of Q3 2026.
  • Boyer Financial Services bought 2,653 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $132K.
  • Capital Group Dividend Value ETF made up 8.87% of Boyer Financial Services's portfolio in Q3 2026, its #3 holding.
  • Boyer Financial Services first reported a position in Capital Group Dividend Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.