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

Merit Financial Group’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	$7.27M	Sell	193,720 -8,270	-4%	-$308K	0.04%	332
2026 Q1	$7.25M	Buy	201,990 +3,277	+2%	+$120K	0.05%	301
2025 Q4	$7.08M	Sell	198,713 -280	-0.1%	-$9.85K	0.06%	262
2025 Q3	$6.9M	Buy	198,993 +55,651	+39%	+$1.89M	0.06%	236
2025 Q2	$4.82M	Buy	143,342 +84,190	+142%	+$2.67M	0.05%	290
2025 Q1	$1.83M	Buy	+59,152	New	+$1.82M	0.03%	451

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

Merit Financial Group's CGDG Position: Q2 2026 in Review

Merit Financial Group reduced its Capital Group Dividend Growers ETF (CGDG) stake by 4.1% in Q2 2026, selling an estimated $308K and leaving 193,720 shares worth $7.27M. The position accounts for 0.04% of the portfolio, ranked #332.

Merit Financial Group first reported a position in CGDG in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Merit Financial Group held 193,720 shares of Capital Group Dividend Growers ETF worth $7.27M as of Q2 2026.
Merit Financial Group sold 8,270 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $308K.
Capital Group Dividend Growers ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #332 holding.
Merit Financial Group first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.