BFC Planning, Inc.’s Capital Group Dividend Growers ETF CGDG Stock Holding History

BFC Planning, Inc.’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	$1.5M	Buy	40,030 +204	+0.5%	+$7.59K	0.06%	301
2026 Q1	$1.43M	Buy	39,826 +1,277	+3%	+$46.8K	0.06%	291
2025 Q4	$1.37M	Buy	38,549 +23,471	+156%	+$826K	0.06%	294
2025 Q3	$522K	Buy	15,078 +1,540	+11%	+$52.4K	0.04%	373
2025 Q2	$455K	Buy	13,538 +3,189	+31%	+$101K	0.04%	383
2025 Q1	$320K	Hold	10,349	–	–	0.03%	449
2024 Q4	$307K	Buy	+10,349	New	+$314K	0.03%	467

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s CGDG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.51% in Q2 2026, buying an estimated $7.59K and bringing the position to 40,030 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #301.

BFC Planning, Inc. first reported a position in CGDG in Q4 2024 and has held it in 7 quarters since. 282 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

BFC Planning, Inc. held 40,030 shares of Capital Group Dividend Growers ETF worth $1.5M as of Q2 2026.
BFC Planning, Inc. bought 204 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $7.59K.
Capital Group Dividend Growers ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #301 holding.
BFC Planning, Inc. first reported a position in Capital Group Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
282 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.