Advyzon Investment Management’s Capital Group Growth ETF CGGR Stock Holding History

Advyzon Investment 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 Q2	$1.52M	Buy	32,232 +527	+2%	+$23.8K	0.11%	177
2026 Q1	$1.27M	Buy	31,705 +2,795	+10%	+$121K	0.11%	179
2025 Q4	$1.29M	Buy	28,910 +23,679	+453%	+$1.05M	0.15%	150
2025 Q3	$230K	Hold	5,231	–	–	0.04%	393
2025 Q2	$213K	Buy	+5,231	New	+$191K	0.05%	354

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

Advyzon Investment Management's CGGR Position: Q2 2026 in Review

Advyzon Investment Management increased its Capital Group Growth ETF (CGGR) stake by 1.7% in Q2 2026, buying an estimated $23.8K and bringing the position to 32,232 shares worth $1.52M. The position accounts for 0.11% of the portfolio, ranked #177.

Advyzon Investment Management first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Advyzon Investment Management held 32,232 shares of Capital Group Growth ETF worth $1.52M as of Q2 2026.
Advyzon Investment Management bought 527 Capital Group Growth ETF shares in Q2 2026, an estimated $23.8K.
Capital Group Growth ETF made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #177 holding.
Advyzon Investment Management first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.