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BOLTON SECURITIES CORPORATION’s Capital Group Dividend Growers ETF CGDG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$10.8K Buy
+300
New +$11K ﹤0.01% 1604
2025
Q3 		$10.4K Buy
+300
New +$10.2K ﹤0.01% 1543
2025
Q1 		$9.27K Buy
+300
New +$9.23K ﹤0.01% 1455

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 $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CGDG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Capital Group Dividend Growers ETF (CGDG) in Q1 2026: 300 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1604 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CGDG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in CGDG in Q1 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 300 shares of Capital Group Dividend Growers ETF worth $10.8K as of Q1 2026.
  • Capital Group Dividend Growers ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1604 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.