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

Ameritas Advisory Services’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	$28.1M	Buy	596,270 +489,207	+457%	+$22.1M	0.57%	39
2026 Q1	$4.3M	Buy	107,063 +3,640	+4%	+$157K	0.17%	128
2025 Q4	$4.6M	Sell	103,423 -170,447	-62%	-$7.53M	0.17%	119
2025 Q3	$12M	Buy	273,870 +83,610	+44%	+$3.53M	0.79%	24
2025 Q2	$7.73M	Sell	190,260 -195,916	-51%	-$7.15M	0.4%	40
2025 Q1	$13.8M	Sell	386,176 -4,538	-1%	-$170K	0.56%	38
2024 Q4	$14.5M	Buy	390,714 +91,074	+30%	+$3.35M	0.5%	42
2024 Q3	$10.4M	Sell	299,640 -20,182	-6%	-$669K	0.45%	48
2024 Q2	$10.5M	Buy	319,822 +81,735	+34%	+$2.59M	0.4%	51
2024 Q1	$7.44M	Buy	238,087 +209,627	+737%	+$6.3M	0.31%	67
2023 Q4	$826K	Sell	28,460 -87,901	-76%	-$2.27M	0.05%	328
2023 Q3	$2.85M	Buy	116,361 +107,861	+1,269%	+$2.74M	0.14%	145
2023 Q2	$213K	Sell	8,500 -43,811	-84%	-$1.02M	0.03%	511
2023 Q1	$1.17M	Buy	52,311 +2,271	+5%	+$49.3K	0.06%	290
2022 Q4	$998K	Buy	+50,040	New	+$1.02M	0.05%	345

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

Ameritas Advisory Services's CGGR Position: Q2 2026 in Review

Ameritas Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 457% in Q2 2026, buying an estimated $22.1M and bringing the position to 596,270 shares worth $28.1M. The position accounts for 0.57% of the portfolio, ranked #39.

Ameritas Advisory Services first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Ameritas Advisory Services held 596,270 shares of Capital Group Growth ETF worth $28.1M as of Q2 2026.
Ameritas Advisory Services bought 489,207 Capital Group Growth ETF shares in Q2 2026, an estimated $22.1M.
Capital Group Growth ETF made up 0.57% of Ameritas Advisory Services's portfolio in Q2 2026, its #39 holding.
Ameritas Advisory Services first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.