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 Q2	$42M	Buy	889,658 +156,174	+21%	+$7.06M	5.05%	3
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AA Financial Advisors's CGGR Position: Q2 2026 in Review

AA Financial Advisors increased its Capital Group Growth ETF (CGGR) stake by 21% in Q2 2026, buying an estimated $7.06M and bringing the position to 889,658 shares worth $42M. The position accounts for 5.05% of the portfolio, ranked #3.

AA Financial Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

AA Financial Advisors held 889,658 shares of Capital Group Growth ETF worth $42M as of Q2 2026.
AA Financial Advisors bought 156,174 Capital Group Growth ETF shares in Q2 2026, an estimated $7.06M.
Capital Group Growth ETF made up 5.05% of AA Financial Advisors's portfolio in Q2 2026, its #3 holding.
AA Financial Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.