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Mayflower Financial Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Mayflower Financial Advisors’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 		$3.53M Buy
94,017
+664
+0.7% +$24.7K 0.3% 84
2026
Q1 		$3.35M Buy
93,353
+2,334
+3% +$85.5K 0.41% 72
2025
Q4 		$3.24M Buy
91,019
+8,955
+11% +$315K 0.39% 66
2025
Q3 		$2.84M Buy
82,064
+25,580
+45% +$871K 0.36% 71
2025
Q2 		$1.9M Buy
56,484
+668
+1% +$21.2K 0.26% 92
2025
Q1 		$1.72M Buy
55,816
+2,814
+5% +$86.6K 0.26% 95
2024
Q4 		$1.57M Buy
53,002
+9,526
+22% +$289K 0.23% 101
2024
Q3 		$1.34M Buy
43,476
+5,175
+14% +$153K 0.2% 111
2024
Q2 		$1.09M Buy
38,301
+1,873
+5% +$53.3K 0.18% 116
2024
Q1 		$1.04M Buy
36,428
+24,843
+214% +$685K 0.17% 125
2023
Q4 		$315K Buy
+11,585
New +$296K 0.04% 252

Other funds holding CGDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Mayflower Financial Advisors's CGDG Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.71% in Q2 2026, buying an estimated $24.7K and bringing the position to 94,017 shares worth $3.53M. The position accounts for 0.3% of the portfolio, ranked #84.

Mayflower Financial Advisors first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Mayflower Financial Advisors held 94,017 shares of Capital Group Dividend Growers ETF worth $3.53M as of Q2 2026.
  • Mayflower Financial Advisors bought 664 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $24.7K.
  • Capital Group Dividend Growers ETF made up 0.3% of Mayflower Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Mayflower Financial Advisors first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.