Advisor Resource Council’s Capital Group Growth ETF CGGR Stock Holding History

Advisor Resource Council’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	$600K	Buy	12,749 +2,924	+30%	+$132K	0.17%	119
2026 Q1	$395K	Buy	9,825 +345	+4%	+$14.9K	0.13%	148
2025 Q4	$422K	Buy	+9,480	New	+$419K	0.15%	148
2025 Q2	–	Sell	-107,306	Closed	-$3.68M	–	249
2025 Q1	$3.68M	Buy	+107,306	New	+$4.02M	0.3%	89

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

Advisor Resource Council's CGGR Position: Q2 2026 in Review

Advisor Resource Council increased its Capital Group Growth ETF (CGGR) stake by 30% in Q2 2026, buying an estimated $132K and bringing the position to 12,749 shares worth $600K. The position accounts for 0.17% of the portfolio, ranked #119.

Advisor Resource Council first reported a position in CGGR in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.68M in Q1 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Advisor Resource Council held 12,749 shares of Capital Group Growth ETF worth $600K as of Q2 2026.
Advisor Resource Council bought 2,924 Capital Group Growth ETF shares in Q2 2026, an estimated $132K.
Capital Group Growth ETF made up 0.17% of Advisor Resource Council's portfolio in Q2 2026, its #119 holding.
Advisor Resource Council first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 4 quarters since.
Advisor Resource Council's Capital Group Growth ETF position peaked at $3.68M in Q1 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.