A&I Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

A&I Financial Services’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.39M	Buy	103,762 +10,329	+11%	+$402K	1.91%	12
2026 Q1	$3.12M	Buy	93,433 +4,759	+5%	+$169K	1.48%	14
2025 Q4	$3.07M	Buy	88,674 +4,965	+6%	+$172K	1.46%	15
2025 Q3	$2.88M	Buy	83,709 +11,492	+16%	+$377K	1.41%	15
2025 Q2	$2.31M	Buy	72,217 +2,695	+4%	+$79.5K	1.3%	14
2025 Q1	$1.97M	Buy	69,522 +22,588	+48%	+$671K	1.33%	15
2024 Q4	$1.37M	Buy	+46,934	New	+$1.41M	1.34%	13

Other funds holding CGGO

Wealth Science Advisors Alpharetta, Georgia $225M AUM

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return