Mesirow Financial Investment Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Mesirow Financial Investment Management’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	$682K	Buy	18,170 +55	+0.3%	+$2.05K	0.01%	324
2026 Q1	$650K	Buy	18,115 +7,988	+79%	+$293K	0.01%	326
2025 Q4	$361K	Sell	10,127 -7,855	-44%	-$276K	0.01%	373
2025 Q3	$623K	Buy	17,982 +95	+0.5%	+$3.23K	0.01%	341
2025 Q2	$602K	Buy	+17,887	New	+$568K	0.01%	328

Other funds holding CGDG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Mesirow Financial Investment Management's CGDG Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Capital Group Dividend Growers ETF (CGDG) stake by 0.3% in Q2 2026, buying an estimated $2.05K and bringing the position to 18,170 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #324.

Mesirow Financial Investment Management first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

Mesirow Financial Investment Management held 18,170 shares of Capital Group Dividend Growers ETF worth $682K as of Q2 2026.
Mesirow Financial Investment Management bought 55 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $2.05K.
Capital Group Dividend Growers ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #324 holding.
Mesirow Financial Investment Management first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
158 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.