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

Security 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 		$986K Buy
26,280
+589
+2% +$21.9K 0.14% 94
2026
Q1 		$922K Buy
25,691
+3,120
+14% +$114K 0.15% 93
2025
Q4 		$804K Buy
22,571
+1,740
+8% +$61.2K 0.13% 102
2025
Q3 		$722K Buy
20,831
+9,027
+76% +$307K 0.12% 94
2025
Q2 		$397K Buy
+11,804
New +$375K 0.07% 133

Other funds holding CGDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

Security Financial Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 2.3% in Q2 2026, buying an estimated $21.9K and bringing the position to 26,280 shares worth $986K. The position accounts for 0.14% of the portfolio, ranked #94.

Security Financial Services first reported a position in CGDG in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • Security Financial Services held 26,280 shares of Capital Group Dividend Growers ETF worth $986K as of Q2 2026.
  • Security Financial Services bought 589 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $21.9K.
  • Capital Group Dividend Growers ETF made up 0.14% of Security Financial Services's portfolio in Q2 2026, its #94 holding.
  • Security Financial Services first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.