MFA Wealth Services’s Capital Group Dividend Value ETF CGDV Stock Holding History

MFA Wealth Services’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$417K	Buy	8,535 +14	+0.2%	+$695	0.25%	92
2026 Q2	$420K	Buy	8,521 +2,140	+34%	+$101K	0.25%	93
2026 Q1	$271K	Hold	6,381	–	–	0.18%	112
2025 Q4	$278K	Buy	6,381 +460	+8%	+$19.8K	0.19%	104
2025 Q3	$249K	Buy	+5,921	New	+$243K	0.17%	110

Other funds holding CGDV

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

MFA Wealth Services's CGDV Position: Q3 2026 in Review

MFA Wealth Services increased its Capital Group Dividend Value ETF (CGDV) stake by 0.16% in Q3 2026, buying an estimated $695 and bringing the position to 8,535 shares worth $417K. The position accounts for 0.25% of the portfolio, ranked #92.

MFA Wealth Services first reported a position in CGDV in Q3 2025 and has held it in 5 quarters since. The position peaked at $420K in Q2 2026. 225 funds tracked by Wall St. Rank hold CGDV as of Q3 2026.

MFA Wealth Services held 8,535 shares of Capital Group Dividend Value ETF worth $417K as of Q3 2026.
MFA Wealth Services bought 14 Capital Group Dividend Value ETF shares in Q3 2026, an estimated $695.
Capital Group Dividend Value ETF made up 0.25% of MFA Wealth Services's portfolio in Q3 2026, its #92 holding.
MFA Wealth Services first reported a position in Capital Group Dividend Value ETF in Q3 2025 and has held it in 5 quarters since.
MFA Wealth Services's Capital Group Dividend Value ETF position peaked at $420K in Q2 2026.
225 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.