Aptus Capital Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Aptus Capital 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
2026 Q1	$9.78M	Buy	243,282 +35,002	+17%	+$1.51M	0.08%	219
2025 Q4	$9.26M	Buy	208,280 +5,660	+3%	+$250K	0.08%	229
2025 Q3	$8.9M	Buy	202,620 +16,009	+9%	+$676K	0.08%	228
2025 Q2	$7.59M	Buy	186,611 +45,349	+32%	+$1.65M	0.07%	233
2025 Q1	$4.84M	Buy	141,262 +32,977	+30%	+$1.23M	0.05%	283
2024 Q4	$4.02M	Buy	108,285 +12,427	+13%	+$457K	0.05%	305
2024 Q3	$3.33M	Buy	95,858 +1,750	+2%	+$58K	0.05%	263
2024 Q2	$3.1M	Sell	94,108 -172,785	-65%	-$5.48M	0.06%	247
2024 Q1	$8.54M	Buy	266,893 +42,423	+19%	+$1.28M	0.18%	127
2023 Q4	$6.34M	Buy	224,470 +117,178	+109%	+$3.03M	0.19%	111
2023 Q3	$2.63M	Buy	107,292 +54,181	+102%	+$1.38M	0.08%	196
2023 Q2	$1.34M	Sell	53,111 -5,274	-9%	-$123K	0.04%	251
2023 Q1	$1.31M	Buy	+58,385	New	+$1.27M	0.04%	252

Other funds holding CGGR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return