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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
Q2 		$11.2M Sell
237,034
-6,248
-3% -$282K 0.08% 213
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 0.07% 229
2025
Q3 		$8.9M Buy
202,620
+16,009
+9% +$676K 0.06% 228
2025
Q2 		$7.59M Buy
186,611
+45,349
+32% +$1.65M 0.06% 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 0.04% 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 0.05% 247
2024
Q1 		$8.54M Buy
266,893
+42,423
+19% +$1.28M 0.16% 127
2023
Q4 		$6.34M Buy
224,470
+117,178
+109% +$3.03M 0.17% 111
2023
Q3 		$2.63M Buy
107,292
+54,181
+102% +$1.38M 0.07% 196
2023
Q2 		$1.34M Sell
53,111
-5,274
-9% -$123K 0.03% 251
2023
Q1 		$1.31M Buy
+58,385
New +$1.27M 0.04% 252

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Aptus Capital Advisors's CGGR Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Capital Group Growth ETF (CGGR) stake by 2.6% in Q2 2026, selling an estimated $282K and leaving 237,034 shares worth $11.2M. The position accounts for 0.08% of the portfolio, ranked #213.

Aptus Capital Advisors first reported a position in CGGR in Q1 2023 and has held it in 14 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Aptus Capital Advisors held 237,034 shares of Capital Group Growth ETF worth $11.2M as of Q2 2026.
  • Aptus Capital Advisors sold 6,248 Capital Group Growth ETF shares in Q2 2026, an estimated $282K.
  • Capital Group Growth ETF made up 0.08% of Aptus Capital Advisors's portfolio in Q2 2026, its #213 holding.
  • Aptus Capital Advisors first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.