Founders Financial Securities’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Founders Financial Securities’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	$5.5M	Buy	148,300 +4,722	+3%	+$173K	0.31%	68
2025 Q4	$5.12M	Buy	143,578 +26,901	+23%	+$947K	0.3%	66
2025 Q3	$4.04M	Buy	116,677 +7,603	+7%	+$259K	0.28%	76
2025 Q2	$3.67M	Buy	109,074 +22,753	+26%	+$723K	0.28%	79
2025 Q1	$2.68M	Buy	86,321 +70,841	+458%	+$2.18M	0.23%	95
2024 Q4	$459K	Buy	15,480 +6	+0%	+$182	0.04%	321
2024 Q3	$475K	Buy	15,474 +4,823	+45%	+$143K	0.04%	279
2024 Q2	$303K	Buy	+10,651	New	+$303K	0.03%	345

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

Founders Financial Securities's CGDG Position: Q1 2026 in Review

Founders Financial Securities increased its Capital Group Dividend Growers ETF (CGDG) stake by 3.3% in Q1 2026, buying an estimated $173K and bringing the position to 148,300 shares worth $5.5M. The position accounts for 0.31% of the portfolio, ranked #68.

Founders Financial Securities first reported a position in CGDG in Q2 2024 and has held it in 8 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Founders Financial Securities held 148,300 shares of Capital Group Dividend Growers ETF worth $5.5M as of Q1 2026.
Founders Financial Securities bought 4,722 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $173K.
Capital Group Dividend Growers ETF made up 0.31% of Founders Financial Securities's portfolio in Q1 2026, its #68 holding.
Founders Financial Securities first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 8 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.