Advisory Alpha’s Capital Group Growth ETF CGGR Stock Holding History

Advisory Alpha’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	$761K	Buy	16,130 +25	+0.2%	+$1.13K	0.02%	273
2026 Q1	$647K	Sell	16,105 -2	-0%	-$86	0.02%	271
2025 Q4	$716K	Sell	16,107 -177	-1%	-$7.82K	0.02%	238
2025 Q3	$720K	Buy	16,284 +519	+3%	+$21.9K	0.02%	237
2025 Q2	$641K	Buy	15,765 +1,635	+12%	+$59.7K	0.02%	232
2025 Q1	$484K	Buy	14,130 +205	+1%	+$7.67K	0.02%	256
2024 Q4	$518K	Buy	13,925 +15	+0.1%	+$551	0.02%	229
2024 Q3	$484K	Buy	13,910 +2	+0%	+$66	0.02%	236
2024 Q2	$457K	Hold	13,908	–	–	0.02%	224
2024 Q1	$445K	Buy	13,908 +1,311	+10%	+$39.4K	0.02%	227
2023 Q4	$356K	Hold	12,597	–	–	0.02%	234
2023 Q3	$309K	Buy	12,597 +10	+0.1%	+$254	0.02%	233
2023 Q2	$318K	Buy	+12,587	New	+$293K	0.02%	249

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

Advisory Alpha's CGGR Position: Q2 2026 in Review

Advisory Alpha increased its Capital Group Growth ETF (CGGR) stake by 0.16% in Q2 2026, buying an estimated $1.13K and bringing the position to 16,130 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #273.

Advisory Alpha first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Advisory Alpha held 16,130 shares of Capital Group Growth ETF worth $761K as of Q2 2026.
Advisory Alpha bought 25 Capital Group Growth ETF shares in Q2 2026, an estimated $1.13K.
Capital Group Growth ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #273 holding.
Advisory Alpha first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.