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American Portfolios Advisors’s Capital Group Growth ETF CGGR Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$302K Buy
15,459
+3,189
+26% +$68.1K 0.01% 853
2022
Q2 		$245K Buy
12,270
+8,405
+217% +$189K 0.01% 957
2022
Q1 		$101K Buy
+3,865
New +$96.4K ﹤0.01% 1499

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

American Portfolios Advisors's CGGR Position: Q3 2022 in Review

American Portfolios Advisors increased its Capital Group Growth ETF (CGGR) stake by 26% in Q3 2022, buying an estimated $68.1K and bringing the position to 15,459 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #853.

American Portfolios Advisors first reported a position in CGGR in Q1 2022 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold CGGR as of Q3 2022.

  • American Portfolios Advisors held 15,459 shares of Capital Group Growth ETF worth $302K as of Q3 2022.
  • American Portfolios Advisors bought 3,189 Capital Group Growth ETF shares in Q3 2022, an estimated $68.1K.
  • Capital Group Growth ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #853 holding.
  • American Portfolios Advisors first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.