CGFA
CGDV icon

Colton Groome Financial Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Colton Groome Financial Advisors’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
Q2 		$232K Buy
+4,709
New +$222K 0.06% 154

Other funds holding CGDV

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Colton Groome Financial Advisors's CGDV Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 4,709 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings.

262 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

  • Colton Groome Financial Advisors held 4,709 shares of Capital Group Dividend Value ETF worth $232K as of Q2 2026.
  • Capital Group Dividend Value ETF was a new Colton Groome Financial Advisors position in Q2 2026.
  • Capital Group Dividend Value ETF made up 0.06% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • 262 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.