Main Street Financial Solutions’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Main Street Financial Solutions’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
2025 Q4	$2.63M	Buy	73,785 +41,816	+131%	+$1.47M	0.2%	104
2025 Q3	$1.11M	Buy	31,969 +16,906	+112%	+$576K	0.07%	240
2025 Q2	$507K	Buy	+15,063	New	+$479K	0.04%	355

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Main Street Financial Solutions's CGDG Position: Q4 2025 in Review

Main Street Financial Solutions increased its Capital Group Dividend Growers ETF (CGDG) stake by 131% in Q4 2025, buying an estimated $1.47M and bringing the position to 73,785 shares worth $2.63M. The position accounts for 0.2% of the portfolio, ranked #104.

Main Street Financial Solutions first reported a position in CGDG in Q2 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold CGDG as of Q4 2025.

Main Street Financial Solutions held 73,785 shares of Capital Group Dividend Growers ETF worth $2.63M as of Q4 2025.
Main Street Financial Solutions bought 41,816 Capital Group Dividend Growers ETF shares in Q4 2025, an estimated $1.47M.
Capital Group Dividend Growers ETF made up 0.2% of Main Street Financial Solutions's portfolio in Q4 2025, its #104 holding.
Main Street Financial Solutions first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 3 quarters since.
250 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.