AF
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Affiance Financial’s Capital Group Growth ETF CGGR Stock Holding History

Affiance Financial’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
2023
Q1 		– Sell
-1,603
Closed -$32K – 148
2022
Q4 		$32K Buy
+1,603
New +$32.6K 0.01% 199

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Affiance Financial's CGGR Position: Q1 2023 in Review

Affiance Financial sold out of Capital Group Growth ETF (CGGR) in Q1 2023, closing a stake of 1,603 shares — an estimated $32K sold.

Affiance Financial first reported a position in CGGR in Q4 2022 and held it in 1 quarter. The position peaked at $32K in Q4 2022. 144 funds tracked by Wall St. Rank hold CGGR as of Q1 2023.

  • Affiance Financial reported no remaining Capital Group Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 1,603 Capital Group Growth ETF shares in Q1 2023, an estimated $32K.
  • Affiance Financial first reported a position in Capital Group Growth ETF in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's Capital Group Growth ETF position peaked at $32K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.