A&I FINANCIAL SERVICES, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1728031
LONE TREE, CO
Position in CGDG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,112,828
+$63,623 QoQ
Shares Held
30,998
+5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,112,828 | 30,998 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,049,205 | 29,439 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $987,109 | 28,488 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $892,271 | 26,532 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $753,249 | 24,377 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $578,721 | 19,525 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||