AFA
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AA Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

AA Financial Advisors’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
Q1 		$29.5M Buy
733,484
+358,472
+96% +$15.5M 4.15% 3
2025
Q4 		$16.7M Buy
375,012
+168,917
+82% +$7.46M 3.08% 7
2025
Q3 		$9.05M Buy
206,095
+5,943
+3% +$251K 1.78% 17
2025
Q2 		$8.14M Buy
200,152
+3,518
+2% +$128K 1.75% 22
2025
Q1 		$6.73M Buy
196,634
+7,727
+4% +$289K 1.64% 22
2024
Q4 		$7.02M Sell
188,907
-1,392
-0.7% -$51.1K 1.87% 17
2024
Q3 		$6.62M Buy
190,299
+34,519
+22% +$1.14M 1.92% 17
2024
Q2 		$5.12M Buy
155,780
+21,064
+16% +$668K 1.81% 15
2024
Q1 		$4.31M Buy
134,716
+1,513
+1% +$45.5K 1.74% 16
2023
Q4 		$3.76M Buy
+133,203
New +$3.44M 2.5% 15

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return