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

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

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. 280 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.
280 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.