Advisory Services Network’s Capital Group Growth ETF CGGR Stock Holding History

Advisory Services Network’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	$10.6M	Sell	263,461 -11,897	-4%	-$514K	0.14%	145
2025 Q4	$12.2M	Sell	275,358 -9,373	-3%	-$414K	0.17%	121
2025 Q3	$12.5M	Buy	284,731 +7,728	+3%	+$326K	0.18%	109
2025 Q2	$11.6M	Buy	277,003 +60,583	+28%	+$2.21M	0.19%	115
2025 Q1	$7.41M	Sell	216,420 -296,476	-58%	-$11.1M	0.14%	157
2024 Q4	$19.1M	Sell	512,896 -4,092	-0.8%	-$150K	0.36%	46
2024 Q3	$17M	Hold	516,988	–	–	0.35%	45
2024 Q2	$17M	Buy	516,988 +181,433	+54%	+$5.76M	0.35%	45
2024 Q1	$10.7M	Buy	335,555 +19,185	+6%	+$577K	0.24%	83
2023 Q4	$8.93M	Buy	316,370 +127,181	+67%	+$3.29M	0.22%	87
2023 Q3	$4.64M	Buy	189,189 +39,250	+26%	+$996K	0.12%	188
2023 Q2	$3.78M	Sell	149,939 -111,053	-43%	-$2.59M	0.1%	238
2023 Q1	$5.86M	Buy	260,992 +144,643	+124%	+$3.14M	0.16%	139
2022 Q4	$2.32M	Buy	116,349 +86,211	+286%	+$1.75M	0.07%	330
2022 Q3	$588K	Sell	30,138 -134	-0.4%	-$2.86K	0.02%	729
2022 Q2	$604K	Buy	+30,272	New	+$682K	0.02%	759

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

Advisory Services Network's CGGR Position: Q1 2026 in Review

Advisory Services Network reduced its Capital Group Growth ETF (CGGR) stake by 4.3% in Q1 2026, selling an estimated $514K and leaving 263,461 shares worth $10.6M. The position accounts for 0.14% of the portfolio, ranked #145.

Advisory Services Network first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.1M in Q4 2024. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Advisory Services Network held 263,461 shares of Capital Group Growth ETF worth $10.6M as of Q1 2026.
Advisory Services Network sold 11,897 Capital Group Growth ETF shares in Q1 2026, an estimated $514K.
Capital Group Growth ETF made up 0.14% of Advisory Services Network's portfolio in Q1 2026, its #145 holding.
Advisory Services Network first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
Advisory Services Network's Capital Group Growth ETF position peaked at $19.1M in Q4 2024.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.