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

RM Financial Services’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 		$12M Buy
319,974
+12,334
+4% +$459K 8.92% 1
2026
Q1 		$11M Sell
307,640
-300
-0.1% -$11K 9.52% 1
2025
Q4 		$11M Buy
+307,940
New +$10.8M 9.74% 1

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RM Financial Services's CGDG Position: Q2 2026 in Review

RM Financial Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 4% in Q2 2026, buying an estimated $459K and bringing the position to 319,974 shares worth $12M. The position accounts for 8.92% of the portfolio, ranked #1.

RM Financial Services first reported a position in CGDG in Q4 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • RM Financial Services held 319,974 shares of Capital Group Dividend Growers ETF worth $12M as of Q2 2026.
  • RM Financial Services bought 12,334 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $459K.
  • Capital Group Dividend Growers ETF made up 8.92% of RM Financial Services's portfolio in Q2 2026, its #1 holding.
  • RM Financial Services first reported a position in Capital Group Dividend Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.