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

Mission 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
2025 Q1	$246K	Buy	+6,844	New	+$211K	0.23%	121

Other funds holding CGDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mission Financial Group's CGDG Position: Q1 2025 in Review

Mission Financial Group opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q1 2025: 6,844 shares worth $246K. The stake represents 0.23% of the portfolio and ranks #121 among its holdings.

158 funds tracked by Wall St. Rank hold CGDG as of Q1 2025.

Mission Financial Group held 6,844 shares of Capital Group Dividend Growers ETF worth $246K as of Q1 2025.
Capital Group Dividend Growers ETF was a new Mission Financial Group position in Q1 2025.
Capital Group Dividend Growers ETF made up 0.23% of Mission Financial Group's portfolio in Q1 2025, its #121 holding.
158 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2025.

Based on Mission Financial Group's 13F filing for Q1 2025, filed 12 May 2026.