A&I Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.73M	Buy	142,651 +2,494	+2%	+$113K	2.93%	8
2026 Q1	$5.63M	Buy	140,157 +15,969	+13%	+$689K	2.67%	8
2025 Q4	$5.52M	Buy	124,188 +4,618	+4%	+$204K	2.62%	9
2025 Q3	$5.28M	Buy	119,570 +16,162	+16%	+$682K	2.58%	9
2025 Q2	$4.2M	Buy	103,408 +10,972	+12%	+$400K	2.37%	8
2025 Q1	$3.17M	Buy	92,436 +28,581	+45%	+$1.07M	2.14%	9
2024 Q4	$2.37M	Buy	+63,855	New	+$2.35M	2.31%	9

Other funds holding CGGR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

A&I Financial Services's CGGR Position: Q2 2026 in Review

A&I Financial Services increased its Capital Group Growth ETF (CGGR) stake by 1.8% in Q2 2026, buying an estimated $113K and bringing the position to 142,651 shares worth $6.73M. The position accounts for 2.93% of the portfolio, ranked #8.

A&I Financial Services first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

A&I Financial Services held 142,651 shares of Capital Group Growth ETF worth $6.73M as of Q2 2026.
A&I Financial Services bought 2,494 Capital Group Growth ETF shares in Q2 2026, an estimated $113K.
Capital Group Growth ETF made up 2.93% of A&I Financial Services's portfolio in Q2 2026, its #8 holding.
A&I Financial Services first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.