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 Q2	$5.41M	Sell	144,349 -3,951	-3%	-$147K	0.28%	71
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 $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

Founders Financial Securities's CGDG Position: Q2 2026 in Review

Founders Financial Securities reduced its Capital Group Dividend Growers ETF (CGDG) stake by 2.7% in Q2 2026, selling an estimated $147K and leaving 144,349 shares worth $5.41M. The position accounts for 0.28% of the portfolio, ranked #71.

Founders Financial Securities first reported a position in CGDG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.5M in Q1 2026. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Founders Financial Securities held 144,349 shares of Capital Group Dividend Growers ETF worth $5.41M as of Q2 2026.
Founders Financial Securities sold 3,951 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $147K.
Capital Group Dividend Growers ETF made up 0.28% of Founders Financial Securities's portfolio in Q2 2026, its #71 holding.
Founders Financial Securities first reported a position in Capital Group Dividend Growers ETF in Q2 2024 and has held it in 9 quarters since.
Founders Financial Securities's Capital Group Dividend Growers ETF position peaked at $5.5M in Q1 2026.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.