Advance Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Advance Capital Management’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	$115M	Buy	2,860,148 +2,017,650	+239%	+$87.1M	4.36%	8
2025 Q4	$37.5M	Buy	842,498 +6,048	+0.7%	+$267K	1.59%	9
2025 Q3	$36.7M	Buy	836,450 +79,206	+10%	+$3.34M	1.59%	9
2025 Q2	$30.8M	Sell	757,244 -37,551	-5%	-$1.37M	1.4%	9
2025 Q1	$27.2M	Buy	794,795 +410,736	+107%	+$15.4M	1.3%	10
2024 Q4	$14.3M	Buy	384,059 +4,713	+1%	+$173K	0.65%	14
2024 Q3	$13.2M	Sell	379,346 -147,837	-28%	-$4.9M	0.58%	13
2024 Q2	$17.3M	Buy	527,183 +34,859	+7%	+$1.11M	0.82%	12
2024 Q1	$15.7M	Buy	492,324 +485,082	+6,698%	+$14.6M	1.09%	9
2023 Q4	$204K	Buy	+7,242	New	+$187K	0.02%	130

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advance Capital Management's CGGR Position: Q1 2026 in Review

Advance Capital Management increased its Capital Group Growth ETF (CGGR) stake by 239% in Q1 2026, buying an estimated $87.1M and bringing the position to 2,860,148 shares worth $115M. The position accounts for 4.36% of the portfolio, ranked #8.

Advance Capital Management first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Advance Capital Management held 2,860,148 shares of Capital Group Growth ETF worth $115M as of Q1 2026.
Advance Capital Management bought 2,017,650 Capital Group Growth ETF shares in Q1 2026, an estimated $87.1M.
Capital Group Growth ETF made up 4.36% of Advance Capital Management's portfolio in Q1 2026, its #8 holding.
Advance Capital Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.